Kimberly D Koydemir

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

• 12/2015 → Present
  Stifel, Nicolaus & Company, Incorporated
  Houston, TX

Previous Registrations

• 2009-01-21 → 2015-12-04
  Barclays Capital Inc.
  Houston, TX
  New York, NY
• 2004-05-13 → 2008-10-15
  Lehman Brothers Inc.
  New York, NY
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-01
• S63 Uniform Securities Agent State Law Examination
  1983-11-10

Other Names

• Kimberly Koydemir
• Kimberly Burchett
• Kimberly Burchett Lapointe
• Kimberly Diane Burchett Lapointe