Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
2yrs
Devon White
Financial advisor at Stifel, Nicolaus & Company
Devon White has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Denver, Colorado. Devon joined Stifel, Nicolaus & Company in 2024, 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 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office44 Cook Street Suite 450, Denver, CO 80206
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Contact Devon
Local office(720) 409-5337Ask for Devon. (314) 342-2000Main office · St. Louis, MO 44 Cook Street Suite 450Denver, CO 80206Office · Get directions
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Questions to ask Devon
Tailored to Devon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Devon’s local office at (720) 409-5337 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Devon White.
How long has Devon been a financial advisor?
Devon has been in the industry since 2024, about 2 years. 2 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 & Company 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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