Kimberly
Cyr

Stifel, Nicolaus & Company, Inc

CRD#3081977
Investment Advisor
in Montgomery, AL

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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

Series 63, Series 65

Years of Experience

18 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

Yes

Office Location

7460 Halcyon Pointe Drive Suite 100
Montgomery, AL 36117

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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

Kimberly Cyr Work History

Kimberly has 18 years of experience.

2010 - Present (11 years)

Stifel Nicolaus & Co Inc

2009 - 2010 (1 year)

Morgan Stanley Smith Barney

2002 - 2010 (8 years)

Citigroup Global Markets Inc

Disclosures

Kimberly Cyr has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Danny Mcneely
Saint Louis, MO
Michelle Mcgraw
La Crosse, WI
Andrew Foote
New York, NY
Mark Enriquez
Center Valley, PA
Jeffrey Malavsky
Fort Myers, FL
Sarah Hueter
Bloomfield Hills, MI
John Schmidt
Zionsville, IN

This content was compiled from the SEC and FINRA.

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