Stifel, Nicolaus & Company, Inc
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About this Advisor
Robert Willgoss is a certified financial planner who works in San Diego, California. Currently a registered advisor at Stifel, Nicolaus & Company, Inc, they have accrued a notable 23 years of work experience. Willgoss has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Willgoss is registered to work with customers based out of California and Texas. Over the course of their career, Willgoss has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Stifel Nicolaus & Co Inc. Stifel, Nicolaus & Company, Inc is based out of San Diego, California, and operates out of 362 additional offices in the country. In total, Stifel, Nicolaus & Company, Inc manages $72 billion in assets dispersed across 188,394 accounts and employs more than 5,570 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 123,069 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. 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's fees may include 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 Willgoss Work History
Robert has 23 years of experience.
Stifel Nicolaus & Co Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Bank Of America,Na
Merrill Lynch, Pierce, Fenner & Smith Inc
Robert Willgoss has no disclosures.
Please visit their SEC profile for more details.