Glen
Magloff

Stifel, Nicolaus & Company, Inc

CRD#2986851
Investment Advisor
in Jacksonville, FL

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About this Advisor

Glen Magloff is a financial advisor operating out of Jacksonville, Florida who has 7 years of relevant experience. Magloff currently works for Stifel, Nicolaus & Company, Inc. Magloff has gained experience at Wells Fargo Advisors Financial Network LLC and Stifel Nicolaus & Co Inc. Magloff has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Stifel, Nicolaus & Company, Inc is a company based out of Saint Louis, MO. The firm has offices in 459 locations and a total of 6,729 advisors. It administers $133 billion in assets between its 334,814 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 1,312 charities and foundations. Of its 334,814 accounts, 24% belong to high-net-worth investors who have at least $1 million in assets. The business offers a diverse range of services, including 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 fees depend on which services are provided. However, fee types billed 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

5011 Gate Parkway Building 100, Suite 320
Jacksonville, FL 32256

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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

Glen Magloff Work History

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

2016 - Present (8 years)

Stifel Nicolaus & Co Inc

2010 - 2016 (6 years)

Wells Fargo Advisors Financial Network LLC

*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 Glen Magloff 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
Kyle Miller
Omaha, NE
Gerard Kelly
Clearwater, FL
Mark Kopkin
Atlanta, GA
Michael Harkins
Bellevue, WA
Gregory Buckner
Wilmington, NC
Sheryl Cox
Plymouth, MA
Lance Mcintosh
Bellevue, WA

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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