Michael
Luckett

Stifel, Nicolaus & Company, Inc

CRD#602480
Investment Advisor
in Montgomery, AL

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About this Advisor

Michael Luckett is an advisor who is based in Montgomery, Alabama. Currently a registered advisor with Stifel, Nicolaus & Company, Inc, they have accumulated 10 years of practice in the financial advisory industry. Luckett maintains a Series 63 license, certifying the advisor as a securities broker. Luckett can act as an advisor based out of Alabama and Texas. Luckett has worked their whole career at Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is headquartered in Montgomery, Alabama, and has 431 additional offices in the nation. As a company, Stifel, Nicolaus & Company, Inc oversees $98 billion in assets dispersed across 244,516 client accounts and retains more than 6,153 people. The firm's total assets under management places it among the largest firms in the United States. The firm manages 166,793 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 40% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Stifel, Nicolaus & Company, Inc provides 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 may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

10 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

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

Michael Luckett Work History

Michael has 10 years of experience.

2010 - Present (11 years)

Stifel Nicolaus & Co Inc

Disclosures

Michael Luckett has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Daniel Brown
Center Valley, PA
Samuel Fahsholtz
Wenatchee, WA
Morgan Crutchley
Bluffton, SC
John Ark
Honolulu, HI
David Thomas
Port Huron, MI
Daniel Long
Sarasota, FL
Donald Bernard
Reno, NV

This content was compiled from the SEC and FINRA.

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