Marni
Menden

Stifel, Nicolaus & Company, Inc

CRD#4269266
Investment Advisor
in San Juan Capistrano, CA

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About this Advisor

Marni Menden is a financial advisor operating in San Juan Capistrano, California, with 10 years of work experience. Menden works at Stifel, Nicolaus & Company, Inc. Over the course of their career, they have held roles at Ubs Financial Services Inc, Rbc Capital Markets, LLC, Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Stifel Nicolaus & Co Inc and Wells Fargo Clearing Services, LLC. Menden holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Stifel, Nicolaus & Company, Inc is a company that has its headquarters in San Juan Capistrano, California. The firm has offices in 434 locations and a total of 6,384 employees. It controls $149 billion in assets across its 316,625 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 1,274 charitable organizations. Of its 316,625 customer accounts, 27% are associated with high-net-worth investors who have at least $1 million in 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 advice typically vary depending on the financial services offered. Fees charged by Stifel, Nicolaus & Company, Inc likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

30448 Rancho Viejo Rd Suite 110
San Juan Capistrano, CA 92675

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

CA Average: 458
Total Number of Accounts

316,625

CA Average: 33,415
Average Account Size

$469,203

CA 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

Marni Menden Work History

Marni has 10 years of experience.

2021 - Present (1 year)

Stifel Nicolaus & Co Inc

2018 - 2021 (3 years)

Wells Fargo Clearing Services, LLC

2017 - 2018 (1 year)

Jpmorgan Chase Bank Na

2017 - 2018 (1 year)

Jpmorgan Securities LLC

2015 - 2017 (2 years)

Rbc Capital Markets, LLC

2012 - 2015 (3 years)

Ubs Financial Services Inc

Disclosures

Marni Menden has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Gretchen Nichols
Indianapolis, IN
Michael Phillips
Canfield, OH
Craig Bonelli Jr.
Paso Robles, CA
Randy Bettich
Saint Joseph, MI
Jennifer Miller
Pensacola, FL
Dale Ireland
Frederick, MD
Michael Beck
Saint Louis, MO

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 profile-compliance@smartasset.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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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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