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Chief Operating Officer · Stifel Capital Management, LLC

Cynthia T. Perez

CRD 1769327 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Stifel Capital Management, LLC, an SEC-registered asset manager based in New York, NY with $4.2 billion in regulatory assets, lists Cynthia T. Perez on its Form ADV as Chief Operating Officer, a control person. The SEC filings also name Cynthia at 1 other registered adviser.

Firms and roles

AtlasMembers

Cynthia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cynthia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.