Stephen
Thomsen

Stifel, Nicolaus & Company, Inc

CRD#5314952
Investment Advisor
in Washington, DC
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About this Advisor

Stephen Thomsen is a certified financial planner based in Washington, D.C., who has been in the industry for 11 years. Thomsen is currently employed by Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Banc Of America Investment Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Stifel Nicolaus & Co Inc and Bank Of America, N.A. Thomsen holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Washington, D.c. and Texas. Stifel, Nicolaus & Company, Inc is a registered investment company that has its headquarters in Washington, D.C. The firm has offices in 362 locations and a total of 5,570 employees. It manages $72 billion in assets under management among its 188,394 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 852 charitable organizations. Of its 188,394 customer accounts, 24% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm performs a number of services, such as 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. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Stifel, Nicolaus & Company, Inc can include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

1776 Eye Street
Washington, DC 20006

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$71,482,841,447

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

5,570

DC Average: 458
Total Number of Accounts

188,394

DC Average: 33,415
Average Account Size

$379,433

DC Average: $343,232

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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

Stephen Thomsen Work History

Stephen has 11 years of experience.

2018 - Present (1 years)

Stifel Nicolaus & Co Inc

2011 - 2018 (7 years)

Bank Of America,N.A

2009 - 2018 (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2007 - 2009 (2 years)

Banc Of America Investment Services, Inc

Disclosures

Stephen Thomsen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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