Stifel, Nicolaus & Company, Inc
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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
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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Investment Advisory 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.
Stifel Nicolaus & Co Inc
Wachovia Securities, LLC
A. G. Edwards & Sons, Inc
Scott Coffee has disclosures.
Please visit their SEC profile for more details.