TrueAdvisor
TrueAdvisor
AP
AP
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Areas of Practice
Investment ManagementRetirement Planning
Stifel, Nicolaus & Company, Incorporated
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3314 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

6312 S Fiddlers Green Circle, Suite 520E, Greenwood Village, CO, 80111

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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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Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
January 2025 - Present · 1 yr 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
December 2024 - Present · 1 yr 2 mos
State Registrations12 states
ALAZCACOFLIDILMDMOTNTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.