Robert
Willgoss

Stifel, Nicolaus & Company, Inc

CRD#2693101
Investment Advisor
in San Diego, CA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

23 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

16870 West Bernardo Drive Suite 150
San Diego, CA 92127

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$74,649,055,670

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

5,746

CA Average: 458
Total Number of Accounts

216,315

CA Average: 33,415
Average Account Size

$345,094

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

Robert Willgoss Work History

Robert has 23 years of experience.

2015 - Present (4 years)

Stifel Nicolaus & Co Inc

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2010 - 2015 (5 years)

Morgan Stanley Smith Barney

2009 - 2010 (1 year)

Bank Of America,Na

1995 - 2010 (15 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Robert Willgoss has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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