Melissa Transier

Melissa Transier is a Chartered Financial Analyst financial advisor at Stifel, Nicolaus & Company, Incorporated in Dallas, TX. Reported securities licenses include Series 63. The latest record indicates 27 years of industry experience and 17 years of reported work history. Reported roles include Stifel, Bank of America, NA, Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691.

SEC disclosures list additional business and community activities: 1: T2 gp, inc; 12128 madeleine circle dallas tx 75230; legal entity which is the general partner of t2 interests, ltd; president; necessary filings periodically; 04/09/2014; 2 hrs/year; not during security trading hours; investment-related 3; T2 interests, ltd; 12128 madeleine circle dallas tx 75230; partnership between my husband and i that owns securities in brokerage accounts and real estate (not rental property); estate planning vehicle; manage the assets; 01/01/2014; 5 hrs/year; not during security trading hours; investment-related 4.

Stifel, Nicolaus & Company, Incorporated's firm-level Form ADV reports 3,362 advisors across 674 offices; approximately 70.3 clients per advisor, average assets per client of $836,324, and regulatory AUM of $197.5B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.