Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Emil Bryan is an investment advisor representative with Stifel, Nicolaus & Company, Inc.. Douglas Bryan is a CERTIFIED FINANCIAL PLANNER™ professional. Douglas Bryan has over 35 years of experience in the financial services industry. Douglas Bryan has Series 3, 7, and 63 licenses and has passed the SIE exam. Douglas Bryan is registered with the following states: Alabama, Arizona, California, Florida, Maine, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, and West Virginia. Douglas Bryan was previously registered with Morgan Stanley and Citigroup Global Markets Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
04/14/2023 - Present
Stifel, Nicolaus & Company, Inc. (BOSTON MA)
MA
06/01/2009 - 05/09/2023
MORGAN STANLEY (Boston MA)
MA
06/25/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
09/13/1989 - 06/30/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/19/1988 - 10/02/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
08/05/1988 - 10/12/1988
THE STUART-JAMES COMPANY, INCORPORATED
BC
Issued 04/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1992
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1988
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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