Cydney Dunavan (CRD# 4616942) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Louis, MO and has over 9 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel Nicolaus & Co Inc. | St. Louis, MO | Jan 2020 - Current | 4 |
| Td Ameritrade, Inc. | St. Louis, MO | Feb 2018 - Jan 2020 | 1 |
| Td Ameritrade Investment Management, LLC | Omaha, NE | Feb 2018 - Jan 2020 | 1 |
| Scottrade | St. Louis, MO | Jul 2015 - Feb 2018 | 2 |
| Mercer Global Advisors Inc. | Sarasota, FL | Mar 2015 - Jun 2015 | < 1 |
| Unemployed | Tampa, FL | Jan 2015 - Mar 2015 | < 1 |
| Scottrade | St. Louis, MO | Feb 2014 - Jan 2015 | < 1 |
| Sandrina's | St. Louis, MO | Dec 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- MO
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Total Assets Under Management149,249MILLIONS
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Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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