Sydney Wingerson
Financial advisor at Stifel, Nicolaus & Company, Incorporated · Boise, ID
Last updated 2026-10-10
Claim your profileSydney Wingerson is a financial advisor at Stifel, Nicolaus & Company, Incorporated in Boise, ID, CRD 8094130. Licenses and exams on the registration: Series 66. IAPD registration began 2026-08-31.
Registration
- CRD number
- 8094130
- Registration status
- Active
- IAPD registration
- 2026-08-31
- Industry Experience
- 0 years
- Work Experience
- 12 years
- States registered
- ID, TX
Licenses and exams
- Series 66
Work history
- 2014-09 to 2017-06 · Maywood Middle School · Renton, WA
- 2017-09 to 2021-06 · Liberty High School · Renton, WA
- 2021-08 to 2025-05 · Boise State University · Boise, ID
- 2024-01 to 2024-05 · University of Westminster · London
- 2022-10 to 2023-12 · Honey Baked Ham · Boise, ID
- 2023-02 to 2023-05 · Treasure Valley Coffee · Boise, ID
- 2023-06 to 2023-08 · Nbcuniversal · Universal City, CA
- 2024-06 to 2024-08 · Nbcuniversal · Universal City, CA
- 2024-10 to 2025-05 · Johannsen Cpa · Kuna, ID
- 2025-05 to Present · Stifel, Nicolaus & Company, Incorporated · Boise, ID
Current employment
- Stifel, Nicolaus & Company, Incorporated · St. Louis, MO
Stifel, Nicolaus & Company, Incorporated
- Regulatory AUM
- $197,532,233,502
- Registered advisors
- 3,362
- Offices
- 674
- Clients per advisor
- 70.3 (Moderate)
- Average AUM per client
- $836.3K (Low)
- High-net-worth client ratio
- 31.2% (Moderate)
Stifel, Nicolaus & Company, Incorporated: advisors, services and reported ETF investments
About
Sydney Wingerson is a financial advisor at Stifel, Nicolaus & Company, Incorporated in Boise, ID. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 12 years of reported work history. Reported roles include Johannsen Cpa, Boise State University, Nbcuniversal, University of Westminster, among others.
SEC disclosures list additional business and community activities: Wag!; 11929 Boise Id 83709; Pet Caregiving; Caregiver; Walk And Board Pets; 1/2/2026; 8 Hours Per Week; Not During Securities Trading Hours; Not Inv Related.
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.
What this firm offers
Filed by Stifel, Nicolaus & Company, Incorporated on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Registered Municipal Advisor
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
800 West Main Street, Boise, ID 83702
15 advisors at this office.
Contact
The firm's filed contact details.
Official record
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