Christopher
Menzies

Stifel Independent Advisors, LLC

CRD#4164545
Investment Advisor
in Venice, FL

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About this Advisor

Christopher Menzies is a chartered financial consultant based out of Venice, Florida who has 1 year of relevant experience. Menzies is on the advisory team at Stifel Independent Advisors, LLC. Throughout their career, they have worked at Wells Fargo Advisors Financial Network, LLC, Stifel Independent Advisors, LLC and Stifel Nicolaus & Co Inc. Menzies has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Texas. Stifel Independent Advisors, LLC is a business operating out of Saint Louis, MO. The firm has offices in 76 locations and a total of 166 people on staff. It administers $3 billion in total assets among its 8,262 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 15 charities and foundations. Of its 8,262 client accounts, 21% belong to high-net-worth investors who have more than $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fees charged by Stifel Independent Advisors, LLC most likely are comprised of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, 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

Office Location

2351 E. Venice Avenue
Venice, FL 34292

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Stifel Independent Advisors, LLC Brokerage Details

Total Assets Under Management

$2,515,042,848

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

166

FL Average: 458
Total Number of Accounts

8,262

FL Average: 33,415
Average Account Size

$304,411

FL Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Christopher Menzies Work History

Christopher has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Stifel Independent Advisors, LLC

2020 - 2022 (2 years)

Wells Fargo Advisors Financial Network, LLC

2009 - 2020 (11 years)

Stifel Nicolaus & Co Inc

*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 Christopher Menzies to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stifel Independent Advisors, LLC

John Boyle
Landrum, SC
Cynthia Boyle
Landrum, SC
Shelley Strobel-Erhardt
Saint Louis, MO
Zachary Thurston
Saint Louis, MO
Karl Walz
Saint Louis, MO
Perris Kaufman
Woodland Hills, CA
Rakesh Patel
Pasadena, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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