Amelia
Sherrill

Stifel, Nicolaus & Company, Inc

CRD#7161613
Investment Advisor
in Pensacola, FL

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About this Advisor

Amelia Sherrill is a financial advisor operating in Pensacola, Florida, with 10 years of professional experience. Sherrill currently works for Stifel, Nicolaus & Company, Inc. Over the course of their career, they have held roles at Stifel, Huron Consulting - Studer Group, Florida State University and Barbara Bush Foundation. Sherrill has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory business operating out of Pensacola, Florida. The firm has offices in 431 locations and a total of 6,153 employees. It handles $98 billion in assets under management across its 244,516 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 1,031 charities and foundations. Of its 244,516 client accounts, 40% are held by high-net-worth individuals who have greater than $1 million in assets. The business offers a broad array 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 are provided. Fees charged by Stifel, Nicolaus & Company, Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

25 West Cedar Street
Pensacola, FL 32502

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

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

6,153

FL Average: 458
Total Number of Accounts

244,516

FL Average: 33,415
Average Account Size

$399,512

FL 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
  • Educational seminars/workshops

Amelia Sherrill Work History

Amelia has 10 years of experience.

2019 - Present (2 years)

Stifel

2014 - 2019 (5 years)

Huron Consulting - Studer Group

2014 - 2014 (< 1 year)

Barbara Bush Foundation

2010 - 2013 (3 years)

Florida State University

Disclosures

Amelia Sherrill has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Joanna Page
Greensboro, NC
Matthew Andrews
West Bend, WI
David Powers
Skaneateles, NY
Nicholas Perotta
Saint Louis, MO
Richard Midgley
Modesto, CA
Jeffrey Malavsky
Fort Myers, FL
Danny Mcneely
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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