Misty Hendrix

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

• 07/2009 → 03/2017
  Suntrust Bank, Inc.
  St Simons Island, GA
• 03/2017 → 12/2025
  Suntrust Investment Services, Inc
  Atlanta, GA
• 06/2017 → 12/2025
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 03/2017 → 12/2025
  Suntrust Bank
  St.SImons Island, GA
• 12/2025 → Present
  Stifel
  St Simons Island, GA

Previous Registrations

• 2017-09-14 → 2026-01-06
  Truist Advisory Services, Inc.
  St Simons, GA
  Saint Simons Island, GA
  Marietta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-31
• S63 Uniform Securities Agent State Law Examination
  2017-05-13

Other Names

• Misty Hauptman
• Misty Gillette