Stifel, Nicolaus & Company, Inc
About this Advisor
Andrew Smith is an investment advisor based in Montgomery, Alabama. Currently a registered investment advisor at Stifel, Nicolaus & Company, Inc, they have accumulated 11 years of work experience as a financial advisor. Smith maintains a Series 63 license, designating the advisor as a securities agent. Smith can operate in Alabama. Over the course of their career, Smith has held roles at Sterne Agee and Stifel Nicolaus & Co Inc. Stifel, Nicolaus & Company, Inc is headquartered in Montgomery, Alabama, and operates out of 431 other offices across the country. As a registered advisory firm, Stifel, Nicolaus & Company, Inc manages $98 billion in assets across 244,516 client accounts and retains more than 6,153 people. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 166,793 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 40% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Stifel, Nicolaus & Company, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Andrew Smith Work History
Andrew has 11 years of experience.
Stifel Nicolaus & Co Inc
Andrew Smith has disclosures.
Please visit their SEC profile for more details.
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