David Crenshaw Barrow

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

• 07/2015 → 10/2024
  Stifel, Nicolaus & Company, Incorporated
  Savannah, GA
• 10/2024 → Present
  Stifel, Nicolaus & Company, Incorporated
  Savannah, GA

Previous Registrations

• 2005-03-15 → 2015-07-07
  Intl Advisory Consultants Inc.
  Birmingham, AL
• 2003-04-24 → 2007-01-03
  Sterne, Agee & Leach, Inc.
  Savannah, GA
  Savannah, GA

Other Businesses

1. Savannah Benevolent Association; 31 East 49th St Savannah GA 31401; charitable; Treasurer; monitoring investment account, Paying bills/ very few; 01/24/2012; 10.00 Hour(s) Per Year; not during securities trading hours; Not Investment-Related 2. Christian Business Men's Committee of Downtown Savannah, Ga. (CBMC); 50Tidewater Way Savannah GA 31411; Business men's Bible Study. We are a sub-chapter of the national CBMC organization; Treasurer; Manage the checking account; 01/04/2010; 5.00 Hour(s) Per Year; during securities trading hours; Not Investment-Related 3. St, John's Church Savannah, GA; One Macon St Savannah GA 31401; Church; Member of Trust Committee; Monitor the investment results of the two Trusts ,which are managed by two separate managers not affiliated with Stifel and advise vestry about the investment performance and changing managers; 02/03/2025; 10 hrs/year; Not during security trading hours; Not Investment-Related

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-16
• S63 Uniform Securities Agent State Law Examination
  1984-09-28

Other Names

• David Crenshaw Barrow