Sourcing
Firms
People
Sources
STEIN, AVI, L
C
10
IAR CRD 5835030
·
Industry start 2023-10-15
Identity
Legal name
STEIN, AVI, L
schedule a
CRD
5835030
NPN
—
Career
Previous employments
—
Current branches
KEEFE, BRUYETTE & WOODS, INC.
STIFEL INDEPENDENT ADVISORS, LLC
▸ Show all (+1)
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Designations
—
Education
—
BrokerCheck signals
Industry start
2023-10-15
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Est. age
25
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Age confidence
—
Est. birth year
2001
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BC active
Yes
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IA active
No
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Disclosures
No
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Private residence
No
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Firm affiliations
4
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
Executive Officer · 2.5% ownership
CRD 145420
WASHINGTON CROSSING ADVISORS LLC
Executive Officer · 2.5% ownership
CRD 281511
STIFEL INDEPENDENT ADVISORS, LLC
IAR
CRD 28218
STIFEL CAPITAL MANAGEMENT, LLC
Executive Officer · 2.5% ownership
CRD 328365