Stifel, Nicolaus & Company, Inc
About this Advisor
Katye Delashaw is an advisor whose office is in Montgomery, Alabama. Currently an advisor at Stifel, Nicolaus & Company, Inc, they have gathered 10 years of practice in the financial advisory industry. Delashaw has Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Delashaw can work with clients in Alabama. Delashaw has worked their entire career at Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is headquartered in Montgomery, Alabama, and has 431 brick-and-mortar locations throughout the country. As a company, Stifel, Nicolaus & Company, Inc manages $98 billion in assets throughout 244,516 accounts and employs more than 6,153 people. The firm's total assets under management places it among the largest firms in the nation. 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 customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Stifel, Nicolaus & Company, Inc can provide 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
Katye Delashaw Work History
Katye has 10 years of experience.
Stifel Nicolaus & Co Inc
Katye Delashaw has no disclosures.
Please visit their SEC profile for more details.
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