Louisa
Sakkis

Stifel, Nicolaus & Company, Inc

CRD#4768140
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Louisa Sakkis is a financial advisor who works in Walnut Creek, California with 12 years of relevant experience. Sakkis is an employee of Stifel, Nicolaus & Company, Inc. They have spent the entirety of their time as a financial advisor at Stifel, Nicolaus & Company, Inc. Sakkis maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Stifel, Nicolaus & Company, Inc is an advisory company that has its headquarters in Saint Louis, MO. The investment advisory business has offices in 459 locations and a total of 6,729 employees. It controls $133 billion in assets between its 334,814 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 1,312 charities and foundations. Of its 334,814 accounts, 24% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. 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. Financial advisory fees depend on the services offered. However, fee types charged by Stifel, Nicolaus & Company, Inc most likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 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

Office Location

500 Ygnacio Valley Road, Suite 490
Walnut Creek, CA 94596

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

CA Average: 458
Total Number of Accounts

334,814

CA Average: 33,415
Average Account Size

$395,894

CA 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

Louisa Sakkis Work History

Louisa has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Stifel Nicolaus

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Louisa Sakkis 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
Peter Birdwell
San Francisco, CA
Jesse Wright
Sioux Falls, SD
Alan Beatty
Jefferson City, MO
Heidi Chomatil
Los Angeles, CA
Richard Borish
Palm Desert, CA
Chelsea Woods
New York, NY
Mark Schreder
Baltimore, MD

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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