William Michael Ianieri

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

• 10/2022 → 02/2023
  Equitable Advisors, Llc.
  New York, NY
• 07/2021 → 08/2021
  College Hunks Hauling Junk And Moving
  West Chester, PA
• 06/2019 → 08/2020
  Wildwood Crest Beach Patrol
  Wildwood Crest, NJ
• 08/2016 → 08/2018
  Ymca
  Royersford, PA
• 08/2018 → 05/2022
  University Of Richmond
  Richmond, VA
• 08/2014 → 05/2018
  Devon Preparatory School
  Devon, PA
• 06/2022 → 03/2023
  Doordash
  Royersford, PA
• 03/2023 → Present
  Stifel, Nicolaus & Company, Incorporated
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-04
• S63 Uniform Securities Agent State Law Examination
  2023-01-13

Other Names

• Will Ianieri