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Unprofessional Company. Stifel employs advisors who do not disclose the full risk with their recommendations. They can’t be trusted to work their best for your money. And, complaining to the ceo is a waste of time; he couldn’t care less about customer service. I’m thankful I didn’t consolidate other portfolios with Stifel.
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Jul 3, 2024 · Stifel Independent Advisors Review. Stifel Independent Advisors, registered in 1993, serves 49 state (s) with a licensed staff of 132 advisors. Stifel Independent Advisors manages $3.6 billion and provides investment advisory services for 6,503 clients (1:49 advisor/client ratio).
- $3.6 billion
- 1:49
- $546,904
Dec 29, 2023 · Updated Dec 29, 2023. Find an Advisor. Stifel is a financial services and advisory firm based in St. Louis, Missouri. It’s registered as an investment advisor with the SEC and a broker-dealer with FINRA. It offers consulting, financial planning, and non-discretionary or discretionary investment management services to clients all over the country.
Jul 18, 2024 · Stifel Financial has an overall rating of 3.5 out of 5, based on over 889 reviews left anonymously by employees. 66% of employees would recommend working at Stifel Financial to a friend and 61% have a positive outlook for the business. This rating has decreased by 3% over the last 12 months.
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Stifel, Nicolaus & Company, Incorporated calls St. Louis, Missouri home, but it has a total of 390 offices across 45 states. The firm employs more than 3,600 financial advisors throughout these branches and has around $71.5 billion in assets under management (AUM). This qualifies it as one of the largest firms in America, in terms of both the size ...
Stifel, Nicolaus & Company, Incorporated can trace its roots all the way back to 1890, when it was called Altheimer and Rawlings Investment Co. But after Herman Stifel and Henry Nicolaus joined the firm around the turn of the 20th century, it was rebranded as Stifel Investment Company, and eventually became Stifel, Nicolaus Investment Company. Sinc...
With such a large group of advisors at its disposal, this firms team boasts a number of certifications and specialties. The team includes accredited investment fiduciaries (AIF), certified financial planners (CFP), chartered financial analysts (CFA), accredited portfolio management advisors (APMA), certified divorce financial analysts (CDFA), accre...
Stifel, Nicolaus & Company offers a number of different services, portfolio strategies and investment programs that you can take advantage of as a client. Note that the firm has different minimum investment requirements for its various programs and services though: Stifel, Nicolaus & Company provides an impressive number of advisory and management ...
Because Stifel, Nicolaus & Company has such a wide range of services and programs, it adheres to a very general long-term investment ideology. This includes the widespread use of exchange-traded funds (ETFs), mutual funds and fixed-income securities in its client portfolios.
In an attempt to standardize its client experience, Stifel uses a similar process when interacting with new and existing account holders. This process begins with a face-to-face meeting to determine your ultimate financial goals and when you want to reach them by. You will also need to present a full picture of your current financial situation so y...
After that, your plan will be enacted and your money invested in specific areas of the market. From there on out, the firm will regularly monitor your account and rebalance as necessary.
Stifel, Nicolaus & Companys fee schedule varies across the many different services and programs it offers, as show in the below table. For the Select Managers Program and Select Funds Program, the firm charges both a wrap fee and a product fee, which covers certain portfolio or model management services and/or internal firm units to the portfolio.
In most instances, fees are charged to your account on a quarterly basis. That means that if youre given an annual percentage rate, it will be split into four even charges over the year. The firm does not charge performance-based fees.
Stifel, Nicolaus & Company has some disclosures and legal issues to note. Most notably, in 2012, a few states filed a combined cease and desist order related to the firms mishandling of the sale of auction-rate securities (ARS) to clients. The order states that these investments were marketed under false pretenses from 2006 to 2008. The firm faced ...
Stifel, Nicolaus & Companys principal location is in St. Louis at 501 North Broadway. In total, the firm has branches in 45 states, including in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Washington D.C., Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Mic...
Stifel, Nicholas & Company is part of the Investment companies test program at Consumer Reports. In our lab tests, Investment Companies models like the Stifel, Nicholas & Company are rated on ...
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A subsidiary of holding company Stifel Financial Corp., Stifel, Nicolaus & Co. is headquartered in St. Louis, and has locations in 45 states and the District of Columbia. ... customer complaints ...
