Jeffrey
Stdenis
Vulcan Value Partners LLC
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About this Advisor
Jeffrey Stdenis is a financial advisor based out of Birmingham, Alabama who has 6 years of relevant experience. Stdenis is an employee of Vulcan Value Partners LLC. Throughout their career, they have worked at Vulcan Value Partners, Bhk Securities, LLC, Bhk Investment Advisors and Alps Distributors, Inc. Stdenis holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Alabama and Texas. Vulcan Value Partners LLC is a registered investment firm that has its headquarters in Birmingham, AL. It has $8 billion in total assets across its 476 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 121 charities and foundations. Of its 476 client accounts, 60% are associated with high-net-worth clients who have more than $1 million in investable assets. Vulcan Value Partners LLC provides a wide array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely depend on the financial services offered. Fee types charged by Vulcan Value Partners LLC most likely include asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vulcan Value Partners LLC Brokerage Details
$8,102,484,548
55
476
$17,022,026
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jeffrey Stdenis Work History
Jeffrey has been registered as a financial advisor for 6 years.*
Vulcan Value Partners
Alps Distributors, Inc
Vulcan Value Partners
Bhk Securities, LLC
Bhk Investment Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Stdenis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vulcan Value Partners LLC
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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