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Kalisi Huhane

Stifel, Nicolaus & Company, Incorporated

San Francisco, CA

CRD 7585678

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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:

Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-01
TX RA APPROVED 2024-04-01
  • CA RA
    APPROVED
    Since 2024-04-01
  • TX RA
    APPROVED
    Since 2024-04-01

Branch Locations

One Montgomery Street Suites 3300, 3500, 3600, & 3700, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel San Francisco CA 06/2022 08/2022
Stifel San Francisco CA 08/2022 Present
University Of San Francsico San Francisco CA 12/2021 05/2022
Verve Coffee Roasters Palo Alto CA 06/2019 03/2020
Wingstop East Palo Alto CA 05/2018 08/2018
University Of San Francisco San Francisco CA 08/2018 05/2022
Woodside High School Woodside CA 08/2014 06/2018
  • 06/2022 → 08/2022
    Stifel
    San Francisco, CA
  • 08/2022 → Present
    Stifel
    San Francisco, CA
  • 12/2021 → 05/2022
    University Of San Francsico
    San Francisco, CA
  • 06/2019 → 03/2020
    Verve Coffee Roasters
    Palo Alto, CA
  • 05/2018 → 08/2018
    Wingstop
    East Palo Alto, CA
  • 08/2018 → 05/2022
    University Of San Francisco
    San Francisco, CA
  • 08/2014 → 06/2018
    Woodside High School
    Woodside, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-29
  • S66 Uniform Combined State Law Examination
    2024-03-29

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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