Asaf Glaich

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

• 05/2011 → 01/2021
  Bank Of America, N.A.
  Houston, TX
• 01/2021 → Present
  Stifel Nicolaus & Co Inc
  Sugar Land, TX

Previous Registrations

• 1999-10-07 → 2021-01-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Houston, TX

Other Businesses

1. ELAS Holdings; 7211 Regency Sq Blvd #223, Houston, TX 77036; Rental Properties; Purchase and sell rental properties; Finance the purchase of the properties; 11/01/2019; 1 Hour per Week; Not During Securities Trading Hours; Investment-Related. 2. EAE Ventures LLC; 8902 Sager Dr, Houston, TX 77096; Holding company for oil and gas investment; Co-Owner; 07/19/2021; 1 Hour per Quarter; Not During Securities Trading Hours; Investment-Related. 3. ELAS Remodeling and Construction; 8902 Sager Dr, Houston, TX 77096; Remodeling and construction; Owner/Member; Provide financing for company; 08/23/2021; 1 Hour per Quarter; Not During Securities Trading Hours; Investment-Related.

Exams

• S66 Uniform Combined State Law Examination
  1999-10-06