Montana Investment Advisors
46yrs
Top advisor by experience in Bozeman
26yrs
Steven Dailey
Full name on record: Steven Daniel Dailey
Financial advisor at Stifel, Nicolaus & Company
Based in Bozeman, Montana, Steven Dailey is a fiduciary financial advisor with 26 years of industry experience. Steven has been with Stifel, Nicolaus & Company since 2017; before that, Steven spent eight years at Morgan Stanley and three years at Citigroup Global Markets. Steven holds the CFP® designation.
One of 237 advisors with offices in Bozeman, and one of 222 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 23% by experience in Bozeman
Office875 Harmon Stream Blvd Suite 200, Bozeman, MT 59718
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 ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2009 – 2017Morgan StanleyPreviously
- 2006 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steven
How do I contact Steven?
Call Stifel, Nicolaus & Company at 314-342-2000 and ask for Steven Dailey. Steven works from the Bozeman, MT office.
How long has Steven been a financial advisor?
Steven has been in the industry since 2000, about 26 years. Top 23% by experience in Bozeman.
What licenses does Steven hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Steven 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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