Kelsey
Feeley

Stifel, Nicolaus & Company, Inc

CRD#6903933
Investment Advisor
in Washington, DC

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About this Advisor

Kelsey Feeley is a financial advisor working in Washington, District Of Columbia, who has been in the industry for 10 years. Feeley works at Stifel, Nicolaus & Company, Inc. During their career, the advisor has held roles at The Lincoln Creamery, The Office Of Senator Sheldon Whitehouse, Crestwood Country Club, The Catholic University Of America, Morgan Stanley, Highway West Vacations, Washington Yu Ying Public Charter School, Merrill Lynch, Varonis and Stifel. Feeley holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in District Of Columbia and Texas. Stifel, Nicolaus & Company, Inc is an advisory company that has its headquarters in Washington, District of Columbia. The firm has offices in 434 locations and a total of 6,384 employees. It controls $149 billion in total assets across its 316,625 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 1,274 charitable organizations. Of its 316,625 accounts, 27% are held by high-net-worth investors who have greater than $1 million in assets. Stifel, Nicolaus & Company, Inc has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically depend on which services the firm provides the client. Fee types billed by Stifel, Nicolaus & Company, Inc may include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

1776 Eye Street
Washington, DC 20006

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

DC Average: $11,469,110,461
Total Number of Employees

6,384

DC Average: 458
Total Number of Accounts

316,625

DC Average: 33,415
Average Account Size

$469,203

DC Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kelsey Feeley Work History

Kelsey has 10 years of experience.

2020 - Present (2 years)

Stifel

2019 - 2019 (< 1 year)

Merrill Lynch

2019 - 2019 (< 1 year)

Varonis

2018 - 2018 (< 1 year)

Morgan Stanley

2018 - 2018 (< 1 year)

Highway West Vacations

2017 - 2017 (< 1 year)

The Office Of Senator Sheldon Whitehouse

2017 - 2017 (< 1 year)

Crestwood Country Club

2017 - 2019 (2 years)

Washington Yu Ying Public Charter School

2015 - 2019 (4 years)

The Catholic University Of America

2012 - 2016 (4 years)

The Lincoln Creamery

Disclosures

Kelsey Feeley has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Gretchen Nichols
Indianapolis, IN
Mark Siver
Garden City, NY
Joshua Williams
Lagrange, GA
Anna Hauck
Newport Beach, CA
Lynn Hartman
Grand Rapids, MI
Joseph Maglaque
Florham Park, NJ
John Lawrence
Southport, NC

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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