Adam Melinger is a registered investment advisor at Stifel Independent Advisors, LLC, based in St Louis, MO, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.
Location
501 N Broadway, St Louis, MO, 63102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Adam is the President of Red Wagon Presents Corp, an online gift basket company, and a Trustee for the Davis Place Neighborhood Association. He also serves as a Committee Member for the Securities Industry and Financial Markets Association, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Stifel Independent Advisors, LLCBroker
Keefe, Bruyette & Woods, INC.Broker
Stifel Independent Advisors, LLC
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Scottrade, INC.Broker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Schonfeld Securities, LLCBroker
Wall Street AccessBroker
Israel A. Englander & CO., INC.Broker
Lehman Brothers INC.Broker
Wall Street Investor ServicesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.