Wyatt Kane

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

• 09/2024 → Present
  Stifel Financial Corp.
  New York, NY
• 01/2024 → 05/2024
  Old Greenwich Consultants
  Dallas, TX
• 08/2020 → 05/2024
  Southern Methodist University
  Dallas, TX
• 06/2023 → 08/2023
  Royal Bank Of Canada
  Stamford, CT
• 06/2022 → 07/2022
  Flowcode
  New York, NY
• 09/2017 → 05/2020
  King School
  Stamford, CT
• 09/2013 → 06/2017
  Greenwich Country Day School
  Greenwich, CT
• 05/2024 → 09/2024
  N/A
  Greenwich, CT

Other Businesses

1. KaneBros LLC; 379 Stanwich Road Greenwich CT 06830; Small entity started 3 years ago as a holding company for family assets such as real estate; no role; no duties; 01/25/2021; 0 hrs/day; Not during security trading hours; Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2025-05-03

Other Names

• Wyatt Kane