AB
AB

Avri Rae Bitz

4 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
7,580 clients
Average Client Portfolio
$578K average
Assets Under Management
$4.4B

Fee Structure

Minimum Investment:$50K
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Location

9630 Clayton Road, Ladue, MO, 63124

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Avri is a notary public and a volleyball coach for Rockwood School District. The coaching role takes minimal time, while the notary public duties take minimal time.

Employment History
Current Registrations
Stifel Independent Advisors, LLC
November 2022 - Present · 3 yrs 3 mos
Stifel Independent Advisors, LLCBroker
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
September 2021 - November 2022 · 1 yr 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2021 - November 2022 · 1 yr 5 mos
State Registrations2 states
MNMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.