David Stuart Weiss

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

• 11/2002 → Present
  Stifel, Nicolaus & Company Incorporated
  Clayton, MO

Other Businesses

1. MIDCS, Mary Institute and St Louis Country Day School; 101 N Warson, St Louis, MO 63124; Private Coed College Prep School; Member, Board of Trustees; Oversight of school policies and operations; 06/05/2022; 6 Hours per Month; During Securities Trading Hours; Not Investment-Related. 2. Mary Institute and Saint Louis Country Day School; 101 N Warson Ladue MO 63124; Private K-12 School; Chair, Investment Committee; I will head the committee which oversees the endowment's investments; 09/01/2022; 6 hrs/month; During security trading hours; Not Investment-Related 3. Mary Institute and Saint Louis Country Day School; 101 N. Warson St. Louis, MO 63124; Private School, JK-12th grade; Member, Finance and Audit Committee; Review budgets, audit results and capital planning; 06/11/2025; 3hrs/mth; Not during securities trading hours; Not investment related

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-25
• S65 Uniform Investment Adviser Law Examination
  1999-02-22