Ellen
Cunningham

Stifel, Nicolaus & Company, Inc

CRD#2773957
Investment Advisor
in Melbourne, FL

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About this Advisor

Ellen Cunningham is a financial advisor operating in Melbourne, Florida with 7 years of relevant experience. Cunningham is an advisor for Stifel, Nicolaus & Company, Inc. They have spent their entire time as a financial advisor at Stifel, Nicolaus & Company, Inc. Cunningham has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Texas. Stifel, Nicolaus & Company, Inc is a registered investment business based in Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 people on staff. It oversees $133 billion in assets under management between its 334,814 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 1,312 charitable organizations. Of its 334,814 accounts, 24% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business has a wide assortment 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. Financial management fee schedules largely depend on which service is provided. However, fees charged by Stifel, Nicolaus & Company, Inc most likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

Office Location

6769 North Wickham Road, Suite B100
Melbourne, FL 32940

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

FL Average: 458
Total Number of Accounts

334,814

FL Average: 33,415
Average Account Size

$395,894

FL Average: $343,232

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

Ellen Cunningham Work History

Ellen has been registered as a financial advisor for 7 years.*

2013 - Present (11 years)

Stifel

*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 Ellen Cunningham 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, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Margaret Mcmanis
Palm Beach Gardens, FL
Richard Borish
Palm Desert, CA
Ryan Holzwarth
Flint, MI
Robert Lipinski
Chicago, IL
Rodney Naylor
Glenwood Springs, CO
Patrick Dammert
Covington, KY
Jesse Wright
Sioux Falls, SD

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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