Stifel, Nicolaus & Company, Inc
About this Advisor
Edward Marshall is a financial advisor who works out of Tucson, Arizona, who has been in the industry for 12 years. Marshall is an employee of Stifel, Nicolaus & Company, Inc. They have spent their whole time as a financial advisor at Stifel, Nicolaus & Company, Inc. Marshall has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona and Texas. Stifel, Nicolaus & Company, Inc is an advisory company that has its headquarters in Tucson, Arizona. The company has offices in 434 locations and a total of 6,384 employees. It administers $149 billion in total assets among its 316,625 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 1,274 charities and foundations. Of its 316,625 client accounts, 27% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a number 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 management largely are based on the type of financial services provided. Fee types charged by Stifel, Nicolaus & Company, Inc can consist of some combination of 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
Edward Marshall Work History
Edward has 12 years of experience.
Stifel Nicolaus & Co Inc
Edward Marshall has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
San Francisco, CA
Florham Park, NJ
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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