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Owen Dybel

Stifel, Nicolaus & Company, Incorporated

Newport Beach, CA

CRD 7863052

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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:

Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-19
TX RA APPROVED 2026-08-19
  • CA RA
    APPROVED
    Since 2026-08-19
  • TX RA
    APPROVED
    Since 2026-08-19

Branch Locations

520 Newport Center Drive Suite 1500, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel, Nicolaus & Company, Incorporated Newport Beach CA 01/2024 Present
Bru Market & Grill Lake Forest CA 04/2023 07/2024
Cheesecake Factory Irvine CA 04/2022 05/2023
Sonic Drive In Lake Forest CA 08/2020 07/2021
Taco Bell Rancho Santa Margarita CA 05/2020 08/2020
Starbucks Rsm CA 10/2021 05/2022
Cal Elite Gymnastics Rancho Santa Margarita CA 10/2019 03/2020
Rose Canyon Cantina Trabuco Canyon CA 03/2022 04/2022
Student Rancho Santa Margarita CA 08/2016 10/2019
  • 01/2024 → Present
    Stifel, Nicolaus & Company, Incorporated
    Newport Beach, CA
  • 04/2023 → 07/2024
    Bru Market & Grill
    Lake Forest, CA
  • 04/2022 → 05/2023
    Cheesecake Factory
    Irvine, CA
  • 08/2020 → 07/2021
    Sonic Drive In
    Lake Forest, CA
  • 05/2020 → 08/2020
    Taco Bell
    Rancho Santa Margarita, CA
  • 10/2021 → 05/2022
    Starbucks
    Rsm, CA
  • 10/2019 → 03/2020
    Cal Elite Gymnastics
    Rancho Santa Margarita, CA
  • 03/2022 → 04/2022
    Rose Canyon Cantina
    Trabuco Canyon, CA
  • 08/2016 → 10/2019
    Student
    Rancho Santa Margarita, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-18
  • S66 Uniform Combined State Law Examination
    2026-08-18

View on SEC IAPD

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Nearby Investors

WILLIAM ERIC BLANTON
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