Sam Fix

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

• 08/2008 → 05/2017
  Mary Queen Of Peace
  Webster Groves, MO
• 08/2017 → 05/2021
  St. Louis University Highschool
  St. Louis, MO
• 08/2022 → 08/2025
  Indiana University
  Bloomington, IN
• 08/2021 → 05/2022
  Texas A&M University
  College Station, TX
• 05/2019 → 09/2020
  Sam Fix Lawncare
  St. Louis, MO
• 05/2021 → 07/2022
  Healthcare Infection Control Solutions
  St. Louis, MO
• 05/2023 → 07/2023
  Enterprise Bank And Trust
  St. Louis, MO
• 06/2024 → 08/2024
  Renaissance Financial
  St. Louis, MO
• 09/2025 → Present
  Stifel, Nicolaus & Company, Incorporated
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-07-02