Stifel, Nicolaus & Company, Inc
About this Advisor
Kimberly Cyr is a financial advisor who works in Montgomery, Alabama, with a total of 18 years of experience as a financial advisor. Cyr is currently employed by Stifel, Nicolaus & Company, Inc. During their career, Cyr has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Stifel Nicolaus & Co Inc. Cyr maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama. Stifel, Nicolaus & Company, Inc is a financial advisory company headquartered in Montgomery, Alabama. It has offices in 431 locations and a total of 6,153 people on staff. It handles $98 billion in assets under management across its 244,516 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 1,031 charitable organizations. Of its 244,516 customer accounts, 40% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company performs a broad assortment 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. Fees for financial advice largely are based on which services the firm provides the client. Fees charged by Stifel, Nicolaus & Company, Inc likely 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
Kimberly Cyr Work History
Kimberly has 18 years of experience.
Stifel Nicolaus & Co Inc
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Kimberly Cyr has disclosures.
Please visit their SEC profile for more details.
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