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Advisors / Missouri / Clayton
27yrs

Patrick Crawley

Financial advisor at Stifel, Nicolaus & Company

Patrick Crawley is a fiduciary financial advisor in Clayton, Missouri, with 27 years in the industry. Patrick joined Stifel, Nicolaus & Company in 2005, after four years at Morgan Stanley DW. Stifel, Nicolaus & Company offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.

One of 615 advisors with offices in Clayton, and one of 580 fiduciaries.

Clayton, MO 63105Top 20% by experience in MissouriFiduciary advisor

At a glance

Experience27 years (since 2000)
How that compares ?Top 20% by experience in Missouri
Office8182 Maryland Ave. 10th Floor, Clayton, MO 63105
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?2 states

Services through Stifel, Nicolaus & Company

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2005 – now
  2. 2001 – 2005
    Morgan Stanley DW Inc.Previously

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Patrick

How do I contact Patrick?

Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Patrick Crawley. Patrick works from the Clayton, MO office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2000, about 27 years. Top 20% by experience in Missouri.

What licenses does Patrick hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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