Robert
Seibels

Stifel, Nicolaus & Company, Inc

CRD#418098
Investment Advisor
in Montgomery, AL

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About this Advisor

Robert Seibels is a financial advisor based in Montgomery, Alabama, working with Stifel, Nicolaus & Company, Inc. Robert has previously held a position at Stifel Nicolaus & Co Inc. Robert has passed the Series 63 regulatory exam and is registered to provide services in Alabama and Texas. Currently, Robert is part of Stifel, Nicolaus & Company, Inc, which operates out of Montgomery, Alabama. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63

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

Office Location

2660 Eastchase Lane Lakeview Center, Suite 400
Montgomery, AL 36117

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

AL Average: $11,469,110,461
Total Number of Employees

6,534

AL Average: 458
Total Number of Accounts

348,524

AL Average: 33,415
Average Account Size

$428,231

AL Average: $343,232

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

Robert Seibels Work History

2010 - Present (14 years)

Stifel Nicolaus & Co Inc

Disclosures

Please visit the SEC profile of Robert Seibels 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 Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Gregory Gonzales
Greensboro, NC
Jeb Newman
Kansas City, MO
Olivia Geiger
Grand Rapids, MI
Juan Gomez
New York, NY
Benjamin Meyer
Indianapolis, IN
Beaux Johnston
Phoenix, AZ
Robert Price
Center Valley, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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