Stuart
Buck

Stifel, Nicolaus & Company, Inc

CRD#1777313
Investment Advisor
in Fort Myers, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Stuart Buck is a financial advisor working out of Fort Myers, Florida, who has been in the financial industry for 10 years. Buck works at Stifel, Nicolaus & Company, Inc. Throughout their career, Buck has worked at Barclays Capital Inc and Stifel, Nicolaus & Company, Inc. Buck maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida, Illinois and Texas. Stifel, Nicolaus & Company, Inc is an advisory company headquartered in Fort Myers, Florida. The company has offices in 434 locations and a total of 6,384 employees. It handles $149 billion in total assets across its 316,625 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 1,274 charitable organizations. Of its 316,625 client accounts, 27% are held by high-net-worth individuals who have greater than $1 million in assets. The business provides a broad 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. Fees for financial advice largely vary depending on which services are provided. However, fees charged by Stifel, Nicolaus & Company, Inc can include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Disclosures

No

Office Location

12800 University Drive Suite 300
Fort Myers, FL 33907

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

FL Average: 458
Total Number of Accounts

316,625

FL Average: 33,415
Average Account Size

$469,203

FL Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Stuart Buck Work History

Stuart has 10 years of experience.

2015 - Present (7 years)

Stifel, Nicolaus & Company, Inc

2012 - Present (10 years)

Barclays Capital Inc

Disclosures

Stuart Buck has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Ashley Dutta
Saint Louis, MO
Beau Bryant
Wenatchee, WA
Matthew Spring
Mystic, CT
Brent King
Saint Louis, MO
Barbara Rowley
Bellevue, WA
Michael Landau
Ketchum, ID
David Westerfeld
Bakersfield, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started