Samuel
Lafevers

Stifel, Nicolaus & Company, Inc

CRD#3155557
Investment Advisor
in Vero Beach, FL

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About this Advisor

Samuel Lafevers is a financial advisor working out of Vero Beach, Florida with a total of 14 years of industry experience. Lafevers is an employee of Stifel, Nicolaus & Company, Inc. They have been with Stifel, Nicolaus & Company, Inc for the entirety of their career. Lafevers maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and can serve investors in California, Florida and Texas. Stifel, Nicolaus & Company, Inc is a registered investment firm operating out of Saint Louis, MO. It has offices in 459 locations and a total of 6,729 people on staff. It oversees $133 billion in assets among its 334,814 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to 1,312 charities and foundations. Of its 334,814 customer accounts, 24% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a number 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. Fees for financial management usually depend on which services the firm provides the client. Fees charged by Stifel, Nicolaus & Company, Inc most likely consist of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

14 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

3150 Cardinal Drive Suite 101
Vero Beach, FL 32963

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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

Samuel Lafevers Work History

Samuel has been registered as a financial advisor for 14 years.*

2009 - Present (15 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 Samuel Lafevers 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
Michael Dammert
Covington, KY
Scott Englehardt
Atlanta, GA
Eleanor Jordan
Austin, TX
Cynthia Touchton
Clearwater, FL
Anthony Miller
Gainesville, GA
James Carps
Akron, OH
Nicole Hansen
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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