Bhavna Singh

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

Authority	Category	Status	Date
OH	RA	APPROVED	2026-04-13
TX	RA	APPROVED	2026-04-13

OH RA
APPROVED

Since 2026-04-13
TX RA
APPROVED

Since 2026-04-13

Branch Locations

10050 Innovation Drive Suite 340, Miamisburg, OH 45342 • 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

Organization	City	State	From	To
Stifel, Nicolaus & Company, Incorporated	Miamisburg	OH	08/2023	Present
Key Bank	Bellbrook	OH	05/2020	07/2023
N/A	Miamisburg	OH	03/2014	04/2020

08/2023 → Present

Stifel, Nicolaus & Company, Incorporated

Miamisburg, OH
05/2020 → 07/2023

Key Bank

Bellbrook, OH
03/2014 → 04/2020

N/A

Miamisburg, OH

Other Businesses

1. Notary; 10050 Innovation Dr, suite 300 Miamisburg OH 45342; Notary Public; 12/04/2023; 1 hr/year; During Security Trading Hours; Not Investment-Related

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-11

S66 Uniform Combined State Law Examination

2026-04-11

View on SEC IAPD

Employer firm

Current Employers

Stifel, Nicolaus & Company, Incorporated

Disclosures

Employment History

Other Businesses

Exams

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