Scott
Coffee

Stifel, Nicolaus & Company, Inc

CRD#1967361
Investment Advisor
in Denver, CO
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About this Advisor

Scott Coffee is a certified financial planner who works in Denver, Colorado. Currently a registered investment advisor with Stifel, Nicolaus & Company, Inc, they have accumulated an impressive 29 years of practice as a registered advisor. Coffee maintains a Series 63 license, certifying the advisor as a securities representative. Coffee is able to act as a financial advisor based out of Colorado. The advisor has gained experience at Wachovia Securities, LLC, A. G. Edwards & Sons, Inc and Stifel Nicolaus & Co Inc. Stifel, Nicolaus & Company, Inc is headquartered in Denver, Colorado, and has 362 other brick-and-mortar locations in the United States. Overall, Stifel, Nicolaus & Company, Inc oversees $72 billion in assets throughout 188,394 accounts and retains more than 5,570 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. The firm manages 123,069 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Stifel, Nicolaus & Company, Inc provides 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, Certified Financial Planner

Years of Experience

29 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

Yes

Office Location

201 Columbine Street Suite 250
Denver, CO 80206

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$74,649,055,670

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

5,746

CO Average: 458
Total Number of Accounts

216,315

CO Average: 33,415
Average Account Size

$345,094

CO 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

Scott Coffee Work History

Scott has 29 years of experience.

2009 - Present (10 years)

Stifel Nicolaus & Co Inc

2008 - 2009 (1 years)

Wachovia Securities, LLC

1989 - 2009 (20 years)

A. G. Edwards & Sons, Inc

Disclosures

Scott Coffee has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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