Stifel, Nicolaus & Company, Inc
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About this Advisor
Robert Chaffin is a certified financial planner who is based in San Diego, California. Currently an investment advisor at Stifel, Nicolaus & Company, Inc, Chaffin has 11 years of professional experience in the financial advisory industry. Chaffin holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Chaffin can operate based out of California and Texas. Their career trajectory has included roles at Morgan Stanley Smith Barney, Morgan Stanley, Morgan Stanley Private Bank, National Association and Stifel Nicolaus & Co Inc. Stifel, Nicolaus & Company, Inc is headquartered in San Diego, California, and operates out of 362 additional offices throughout the nation. As a company, Stifel, Nicolaus & Company, Inc oversees $72 billion in assets throughout 188,394 accounts and employs more than 5,570 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 123,069 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Stifel, Nicolaus & Company, Inc offers portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients 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
Robert Chaffin Work History
Robert has 11 years of experience.
Morgan Stanley Private Bank, National Association
Stifel Nicolaus & Co Inc
Morgan Stanley Smith Barney
Robert Chaffin has no disclosures.
Please visit their SEC profile for more details.