Chappell
Hill

Stifel, Nicolaus & Company, Inc

CRD#2414710
Investment Advisor
in Montgomery, AL

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About this Advisor

Chappell Hill is a financial advisor working in Montgomery, Alabama, with a total of 27 years of experience as a financial advisor. Hill is an employee of Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Stifel, Nicolaus & Company, Inc and Sterne, Agee & Leach, Inc. Hill holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama and Texas. Stifel, Nicolaus & Company, Inc is an advisory business that has its headquarters in Montgomery, Alabama. The investment advisory business has offices in 431 locations and a total of 6,153 advisors. It has $98 billion in total assets among its 244,516 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 1,031 charities and foundations. Of its 244,516 customer accounts, 40% are held by high-net-worth individuals who have at least $1 million in assets. The firm offers a wide array of services, such as 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. Financial advisory fees largely depend on the type of financial services offered. However, fees charged by Stifel, Nicolaus & Company, Inc most likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

27 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

670 South Perry Street Pob 750
Montgomery, AL 36104

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

AL Average: $11,469,110,461
Total Number of Employees

6,153

AL Average: 458
Total Number of Accounts

244,516

AL Average: 33,415
Average Account Size

$399,512

AL Average: $343,232

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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

Chappell Hill Work History

Chappell has 27 years of experience.

2015 - Present (6 years)

Stifel, Nicolaus & Company, Inc

2015 - Present (6 years)

Stifel, Nicolaus & Company, Inc

1993 - 2015 (22 years)

Sterne, Agee & Leach, Inc

Disclosures

Chappell Hill has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Jill Landefeld
Washington, DC
Crystal Barcello
Scottsdale, AZ
Glen Magloff
Ponte Vedra Beach, FL
John Surgant
Saint Louis, MO
Geoffrey Miller
Saint Louis, MO
Vicki Cherry
Chattanooga, TN
Joellen Wheeler
Los Angeles, CA

This content was compiled from the SEC and FINRA.

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