Austin Cole McKelvey
Investment Adviser Representative at Stifel, Nicolaus & Company, Incorporated
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Austin Cole McKelvey is an investment adviser representative with Stifel, Nicolaus & Company, Incorporated in Birmingham, AL, where they have been registered since 2025. They have worked in the securities industry since 2021 and were previously registered with Purshe Kaplan Sterling Investments. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Alabama and Texas.
Office
Advisors at this office: 28
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama, Texas
- Broker:
48 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- University of AlabamaAug 2016 – May 2020Tuscaloosa, AL
- McKelvey Chevrolet CorpMay 2017 – Aug 2017Dadeville, AL
- McCorquodale TransferMay 2018 – Aug 2018Tuscaloosa, AL
- Creative Vision LandscapingMay 2018 – Jul 2018Tuscaloosa, AL
- Vivint Home SecurityMay 2019 – Aug 2019Helena, MT
- Buffalo Phils WingsJul 2018 – Mar 2020Tuscaloosa, AL
- Purshe Kaplan Sterling InvestmentsJun 2020 – Dec 2023Albany, NY
- 49 FinancialJun 2020 – Feb 2024Atlanta, GA
- UnemployedMay 2016 – May 2017Dadeville, AL
- StifelFeb 2025 – no end date reportedBirmingham, AL
- McKelvey ChevroletFeb 2024 – Feb 2025Dadeville, AL
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Stifel, Nicolaus & Company, Incorporated
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3,338
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St Louis, MO
- SEC file number:
- 801-10746
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
View full firm profileOther advisors at Stifel, Nicolaus & Company, Incorporated
Showing 12 of 3,338 in the directory
Similar advisors in Birmingham, AL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Austin Cole McKelvey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched