Ryan Rose

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

• 04/2023 → Present
  Stifel, Nicolaus & Company, Inc
  Lafayette, IN
• 07/2022 → 03/2023
  Cellular Sales Of Knoxville, Inc
  Lafayette, IN
• 08/2021 → 06/2022
  Cellular Sales Of Knoxville, Inc
  Newark, DE
• 08/2020 → 09/2021
  Berkshire Hathaway Homeservices Fox & Roach Realtors
  Wilmington, DE
• 05/2021 → 10/2021
  Total Wine & More, Inc
  Wilmington, DE
• 07/2020 → 07/2020
  Na
  Wilmington, DE
• 02/2018 → 06/2020
  Us Navy (Commander, Destroyer Squadron Two)
  Norfolk, VA
• 05/2015 → 01/2018
  Us Navy (Commander, Navy Region Europe, Africa, Southwest Asia)
  Nsa Naples

Exams

• S66 Uniform Combined State Law Examination
  2023-07-13