Stifel, Nicolaus & Company, Inc

Investment Advisor
in Fort Myers, FL

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About this Advisor

William White is a financial advisor based in Fort Myers, Florida, who has been in the financial industry for 10 years. White works at Stifel, Nicolaus & Company, Inc. The advisor has gained experience at Franklin Templeton Distributors, Inc, Ubs Financial Services, Kotos Japanese Steakhouse, Van Eck Securities Corporation, Van Eck Associates Corporation and Stifel Nicolaus & Co Inc. White holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to work in Florida and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory company based in Fort Myers, Florida. It has offices in 434 locations and a total of 6,384 people on staff. It has $149 billion in total assets between its 316,625 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 1,274 charities and foundations. Of its 316,625 client accounts, 27% are held by high-net-worth clients who have more than $1 million in assets. Stifel, Nicolaus & Company, Inc performs a broad 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. Fees for financial advisory services typically depend on which services the firm provides the client. Fees billed by Stifel, Nicolaus & Company, Inc likely consist of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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



Office Location

12800 University Drive Suite 300
Fort Myers, FL 33907

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management


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


FL Average: 458
Total Number of Accounts


FL Average: 33,415
Average Account Size


FL Average: $343,232

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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

William White Work History

William has 10 years of experience.

2021 - Present (1 year)

Stifel Nicolaus & Co Inc

2019 - 2021 (2 years)

Ubs Financial Services

2014 - 2019 (5 years)

Van Eck Securities Corporation

2014 - 2019 (5 years)

Van Eck Associates Corporation

2013 - 2014 (1 year)

Franklin Templeton Distributors, Inc

2013 - 2013 (< 1 year)

Ubs Financial Services

2012 - 2013 (1 year)

Kotos Japanese Steakhouse

2012 - 2012 (< 1 year)

Ubs Financial Services


William White has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Gretchen Nichols
Indianapolis, IN
Mark Siver
Garden City, NY
Joshua Williams
Lagrange, GA
Anna Hauck
Newport Beach, CA
Lynn Hartman
Grand Rapids, MI
Joseph Maglaque
Florham Park, NJ
John Lawrence
Southport, NC

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.

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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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