Antonel Urdes

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2008 → 04/2018
  Ubs Financial S. - Wilmington
  Lake Oswego, OR
• 04/2018 → Present
  Stifel Nicolaus & Co Inc
  Portland, OR

Previous Registrations

• 2010-11-29 → 2018-05-01
  Ubs Financial Services Inc.
  Lake Oswego, OR
  Weehawken, NJ
  Portland, OR
  Lake Oswego, OR
  Portland, OR

Other Businesses

1. Congregation Beth Israel; 1972 NW Flanders Street, Portland, OR 97209; Religious organization; President Elect and member of Board of Trustees; community building and financial sustainability of the congregation; 07/02/2018; 20.00 Hour(s) Per Month; Not during securities trading hours; Not Investment-Related 2. French International School of Oregon; 8500 NW Johnson St Portland OR 97229; Member of the Parent Finance Committee; represent parents' point of view regarding the short term and long-term sustainability of the school, its programs and quality of teaching, for the benefit of our children and communities; 1/23/23; 4 hours per month; not during securities trading hours; not inv related

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-17
• S63 Uniform Securities Agent State Law Examination
  1999-01-09

Other Names

• Tony Urdes