Sydney
Walker
Stifel, Nicolaus & Company, Inc
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About this Advisor
Sydney Walker is a certified financial planner who works out of Santa Barbara, California with 7 years of industry experience. Walker currently works for Stifel, Nicolaus & Company, Inc. Over the course of their career, they have held roles at Wedbush Morgan Securities and Stifel Nicolaus & Co Inc. Walker maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to serve investors in California. Stifel, Nicolaus & Company, Inc is a financial advisory company operating out of Saint Louis, MO. It has offices in 459 locations and a total of 6,729 financial advisors. It has $133 billion in assets between its 334,814 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 1,312 charities and foundations. Of its 334,814 customer accounts, 24% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm has 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 charged by financial advisors are based on which services the firm provides the client. Fee types charged by Stifel, Nicolaus & Company, Inc likely include some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$132,550,931,898
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
6,729
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
334,814
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$395,894
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
Sydney Walker Work History
Sydney has been registered as a financial advisor for 7 years.*
Stifel Nicolaus & Co Inc
Wedbush Morgan Securities
*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 Sydney Walker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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