Ellen S Reed

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

• 01/2015 → Present
  Stifel Nicolaus & Co Inc
  Chicago, IL

Previous Registrations

• 2011-08-02 → 2013-11-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Other Businesses

1. RURAL SMALL PROJECTS FUND; 831 W AINSLIE #3 CHICAGO IL 60640; TO PROVIDE BASIC NECESSITIES TO A SMALL VILLAGE IN UGANDA. THE FIRST PROJECT IS TO SET UP A CISTERN SYSTEM IN THE VILLAGE; TREASURER; DEPOSIT CHECKS INTO THE ACCOUNT WHEN IT IS SET UP AT STIFEL, AND WIRE FUNDS TO THE VILLAGE IN UGANDA; AFFILIATION STARTED 08/25/2015; 10 HOURS PER QUARTER; NOT DURING SECURITIES TRADING HOURS; NOT INVESTMENT RELATED. 2. Heritage-Hillside, LLC; 2737 Central Street Evanston IL 60201; Multi-tenant commercial property; member; 15% owner; affiliation started 09/25/2015; 4 hours per month; not during securities trading hours; not investment related. 3. Hinman Court Apartments, LLC; 2737 Central Street Evanston IL 60201; Multi-rental property; member; 16.67% owner of rental property; affiliation started 09/25/2015; 3 hours per month; not during securities trading hours; not investment related. 4. Wisconsin Geneva Square Investors, LLC; 2737 Central St, Evanston, IL 60201; Commercial Real-Estate Investment; Investor and non-managing member; 03/25/2021; 2 Hours per Year; Not During Securities Trading Hours; Investment-Related. 5. Atrium Professional Building, LLC; 2737 Central Street Evanston, IL 60201; Real-Estate Investment; I am 14.87% owner of this Building which I inherited from my parents; I have to attend 1 - 2 business meetings per year via zoom.; 02/14/2018; 3 hours/year; Not During Securities Trading Hours; Investment-Related. 6. Evanston Manor Building, LLC; 2737 Central Street Evanston, IL 60201; Real Estate Investment Apartment Building; I am a member of the limited partnership; attend 1 meeting per year via Zoom; 02/14/2018; 1 hour/year; Not During Securities Trading Hours; Investment-Related. 7. Central-Ewing Building, LLC; 2737 Central Street Evanston, IL 60201; Real-Estate investment; I am a limited partner, member; attend 1 - 2 business meetings via zoom year year.; 02/14/2018; 3 hours/year; Not During Securities Trading Hours; Investment-Related. 8. 620 Clark LLC; 2737 Central Street Evanston, IL 60201; Real-estate investment; Limited partner, member; attend 1 - 2 meetings a year via Zoom; 02/14/2018; 3 hours/year; Not During Securities Trading Hours; Investment-Related. 9. Schermerhorn-Brookwood, LLC; 572 Lower Brookwood Fontana, WI 53125; This is not a business - it is a family owned vacation home - it is not profitable; I inherited this vacation home and I am a member of the LLC; I am 1/6th owner of this family vacation home and my responsibilities are to do light cleaning and yard work plus pay a portion of the taxes; 12/02/2018; 2hrs/mth; Not during securities trading hours; Investment related

Exams

• S66 Uniform Combined State Law Examination
  2011-08-01
• S63 Uniform Securities Agent State Law Examination
  1998-04-10

Other Names

• Ellen Schermerhorn
• Ellen Schermerhorn Reed
• Ellen S Reed
• Ellen Reed
• Ellen Marie Reed
• Ellen S Fredrick
• Ellen S Frederick