Young
Stevenson

Stifel, Nicolaus & Company, Inc

CRD#2429983
Investment Advisor
in Montgomery, AL

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About this Advisor

Young Stevenson is a financial advisor working in Montgomery, Alabama, who has been in the industry for 19 years. Stevenson is on the advisory team at Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Stifel, Nicolaus & Company, Inc and Sterne Agee & Leach Inc. Stevenson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Alabama and Texas. Stifel, Nicolaus & Company, Inc is an advisory business that has its headquarters in Montgomery, Alabama. It has offices in 431 locations and a total of 6,153 advisors. It oversees $98 billion in total assets between its 244,516 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 1,031 charities and foundations. Of its 244,516 accounts, 40% belong to high-net-worth investors who have more than $1 million in assets. Stifel, Nicolaus & Company, Inc performs a number of services, including 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fee types billed by Stifel, Nicolaus & Company, Inc likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 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

670 South Perry Street Pob 750
Montgomery, AL 36104

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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

Young Stevenson Work History

Young has 19 years of experience.

2015 - Present (6 years)

Stifel, Nicolaus & Company, Inc

2015 - Present (6 years)

Stifel, Nicolaus & Company, Inc

2001 - 2015 (14 years)

Sterne Agee & Leach Inc

Disclosures

Young Stevenson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Amelia Sherrill
Pensacola, FL
Michael Armon
Coeur D Alene, ID
Sarah Harris
Fresno, CA
Kaival Patel
Hackensack, NJ
Robert Ratcliff
Denton, TX
Gary Krieger
Palm Beach, FL
Ben Palazzo
Tucson, AZ

This content was compiled from the SEC and FINRA.

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