IG
Irene A. Grendel
STIFEL, NICOLAUS & COMPANY
Spokane, WA 99201
Some features on this profile are disabled
CRD#: 6097282
IG
Professional summary
Irene Alexandria Grendel, who also goes by Irene A Chernikov, Irene A Grendel, Irene Grendel, Irene A Grendel-culev, is a registered financial advisor currently at STIFEL, NICOLAUS & COMPANY, INCORPORATED located in Spokane, Washington.
Irene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Irene has worked at 6 firms and has passed the Series 66, Series 63, Series 6TO, Series 99TO, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Irene A Chernikov | Irene A Grendel | Irene Grendel | Irene A Grendel-Culev
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. ASCENT WEALTH SOLUTIONS POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/15/2024 ADDRESS: 10900 NE 4th St, Suite 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: insurance sales and service for various carriers 2. PACIFIC CAPITAL RESOURCE GROUP POSITION: Operations Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 05/15/2024 ADDRESS: 10900 NE 4th St, Suite 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Operations support for financial professionals 3. SPOKANE RENTAL PROPERTY POSITION: owner NATURE: rental property, no established business entity INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 313 Wits End Dr, Cle Elum WA 98922, United States DESCRIPTION: Owner of rental property, managed by On Top Realty
CRS (Client Relationship Summary) - RIA
Click below to view Irene Alexandria Grendel's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Irene Alexandria Grendel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 7, 2025 - Present
STIFEL, NICOLAUS & COMPANY, INCORPORATED
Office #1: 201 West North River Drive Suite 200, Spokane, WA 99201RIA
BD
CRD#: 793
Spokane, WA
Current
March 7, 2025 - Present
STIFEL, NICOLAUS & COMPANY, INCORPORATED
Office #1: 201 West North River Drive Suite 200, Spokane, WA 99201RIA
BD
CRD#: 793
Spokane, WA
Past
May 6, 2024 - September 6, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
BELLEVUE, WA
Past
May 6, 2024 - September 6, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
BELLEVUE, WA
Past
August 11, 2021 - April 11, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
WALLA WALLA, WA
Past
August 11, 2021 - April 11, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
WALLA WALLA, WA
Past
September 6, 2019 - February 4, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
SPOKANE, WA
Past
September 6, 2019 - February 4, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
SPOKANE, WA
Past
December 17, 2018 - September 11, 2019
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SPOKANE, WA
Past
August 6, 2015 - September 11, 2019
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SPOKANE, WA
Past
January 28, 2014 - August 7, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
BEAVERTON, OR
Past
January 1, 2013 - February 10, 2014
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
SPOKANE, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EATON PARTNERS | WASHINGTON CROSSING ADVISORS | TWP PRIVATE WEALTH MANAGEMENT | STIFEL, NICOLAUS & COMPANY, INCORPORATED | STIFEL NICOLAUS & CO INC INVESTMENT SERVICES | STIFEL CAPITAL ADVISORS
CRD#: 793 / SEC#: 801-10746, 8-1447
RIA
Registered Investment Advisory firm - SEC (5/7/1975 Approved)Georgia
Registered Investment Advisory firm - SEC (11/30/2011 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/10/2025)
RR
Alaska(3/10/2025)
RR
Arizona(3/10/2025)
RR
Arkansas(3/10/2025)
RR
California(3/10/2025)
RR
Colorado(3/10/2025)
RR
Connecticut(3/10/2025)
RR
Florida(3/10/2025)
RR
Georgia(3/10/2025)
RR
Hawaii(3/10/2025)
RR
Idaho(3/10/2025)
RR
Illinois(3/10/2025)
RR
Iowa(3/10/2025)
RR
Michigan(3/10/2025)
RR
Minnesota(3/10/2025)
RR
Missouri(3/10/2025)
RR
Montana(3/10/2025)
RR
Nevada(3/10/2025)
RR
New Mexico(3/10/2025)
RR
New York(3/10/2025)
RR
North Carolina(3/12/2025)
RR
Ohio(3/10/2025)
RR
Oregon(3/10/2025)
RR
Pennsylvania(3/10/2025)
RR
South Carolina(3/10/2025)
RR
South Dakota(3/10/2025)
RR
Texas(3/10/2025)
RR
Utah(3/10/2025)
RR
Virginia(3/10/2025)
RR
Washington(3/7/2025)
IAR
Washington(3/7/2025)
RR
Wisconsin(3/10/2025)
RR
Wyoming(3/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 5/6/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EATON PARTNERS | WASHINGTON CROSSING ADVISORS | TWP PRIVATE WEALTH MANAGEMENT | STIFEL, NICOLAUS & COMPANY, INCORPORATED | STIFEL NICOLAUS & CO INC INVESTMENT SERVICES | STIFEL CAPITAL ADVISORS
CRD#: 793 / SEC#: 801-10746, 8-1447
RIA
Registered Investment Advisory firm - SEC (5/7/1975 Approved)Georgia
Registered Investment Advisory firm - SEC (11/30/2011 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
501 North Broadway, St Louis, MO 63102
Mailing Address
501 North Broadway, St. Louis, MO 63102
Phone number
(314) 342-2000
Established
Missouri since 02/20/1900
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
6,464
SEC notice filing (52 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STIFEL FINANCIAL CORP. | SHAREHOLDER | |
| AYD, PAUL JOSEPH | CHIEF COMPLIANCE OFFICER - CAPITAL MARKETS | 2963853 |
| BRIGHT, GEOFFREY CLYDE JR | CHIEF COMPLIANCE OFFICER - PRIVATE CLIENT GROUP | 4696103 |
| BROOKS, PATRICK RODGERS | ROSFP - CAPITAL MARKETS | 2223412 |
| DODSON, CHARLES EDWARD | CCO ADVISORY SERVICES | 1744430 |
| FISHER, MARK PHILIP | GENERAL COUNSEL, SECRETARY | 4970942 |
| HYDE, GINA ELIZABETH | CHIEF COMPLIANCE OFFICER - CAPITAL MARKETS | 2812751 |
| KRUSZEWSKI, RONALD JAMES | PRESIDENT, CHIEF EXECUTIVE OFFICE & CHAIRMAN OF THE BOARD | 1434827 |
| MELINGER, ADAM SCOTT | ROSFP - PCG | 2373020 |
| NOLL, DOUGLAS WAYNE | PRINCIPAL OPERATIONS OFFICER | 1614129 |
| RAYMOND, CHARLES BRADFORD GREEN | CO-HEAD GLOBAL INSTITUTIONAL EQUITIES & ADVISORY | 2796106 |
| SCHRICK, FREDERICK RICHARD | PRINCIPAL FINANCIAL OFFICER | 5636488 |
| SLINEY, DAVID DEAN | SENIOR VICE PRESIDENT & DIRECTOR | 2276514 |
| ZEMLYAK, JAMES MARK | EXECUTIVE VICE PRESIDENT & DIRECTOR | 1586132 |
Regulatory assets under management
| Total Number of Accounts | 368,405 |
| AUM (Assets Under Management) | $ 171,209,609,487 |
Disclosures
| Regulatory Event | 168 |
| Civil Event | 2 |
| Arbitration | 60 |
| Bond | 2 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/18/2024 | ||
| 12/19/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CRD#: 793Spokane, WA 99201TRUST BUT VERIFY
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