SourcingSourcing

STEIN, AVI, L

C10
IAR CRD 5835030·Industry start 2023-10-15

Identity

Legal name
STEIN, AVI, L
CRD
5835030
NPN
—

Career

Previous employments
—
Current branches
KEEFE, BRUYETTE & WOODS, INC.
STIFEL INDEPENDENT ADVISORS, LLC
Designations
—
Education
—

BrokerCheck signals

Industry start
2023-10-15
Est. age
25
Age confidence
—
Est. birth year
2001
BC active
Yes
IA active
No
Disclosures
No
Private residence
No

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