Oppenheimer &
47yrs
Top advisor by experience in Bellevue
11yrs
Devon Schmidt is a fiduciary financial advisor in Bellevue, Washington, with 11 years in the industry. After two years at Morgan Stanley, Devon joined Stifel, Nicolaus & in 2018, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1482 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office10400 NE 4th Street, Suite 2000, Bellevue, WA 98004
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 &
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 66Uniform Combined State Law Examination
Career
- 2018 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2015 – 2017Morgan StanleyPreviously
Questions to ask Devon
Tailored to Devon’s registration and firm.
- 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 Devon
How do I contact Devon?
Call Stifel, Nicolaus & at 314-342-2000 and ask for Devon Schmidt. Devon works from the Bellevue, WA office.
How long has Devon been a financial advisor?
Devon has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Devon hold?
Series 66. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
Stifel, Nicolaus & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Devon 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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