Steven
Summers
Stifel, Nicolaus & Company, Inc
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About this Advisor
Steven Summers is a financial advisor operating out of Gainesville, Florida with 14 years of industry experience. Summers is currently employed by Stifel, Nicolaus & Company, Inc. They have spent their complete time as a financial advisor at Stifel, Nicolaus & Company, Inc. Summers has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Florida and Texas. Stifel, Nicolaus & Company, Inc is an advisory company operating out of Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 advisors. It manages $133 billion in total assets across its 334,814 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 1,312 charitable organizations. Of its 334,814 client accounts, 24% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm performs a wide assortment 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 usually depend on which services the firm provides the client. Fees billed by Stifel, Nicolaus & Company, Inc most likely include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$132,550,931,898
6,729
334,814
$395,894
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
Steven Summers Work History
Steven has been registered as a financial advisor for 14 years.*
Stifel, Nicolaus & Company, 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 Steven Summers 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
Saint Louis, MO
Boca Raton, FL
Southfield, MI
Hackensack, NJ
Boston, MA
Atlanta, GA
Austin, TX
Waukesha, WI
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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