Zakary
Tomlin

Stifel Independent Advisors, LLC

CRD#6298216
Investment Advisor
in Saint Petersburg, FL

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About this Advisor

Zakary Tomlin is a financial advisor based in Saint Petersburg, Florida, working with Stifel Independent Advisors, LLC. Zakary has previously held positions at Wells Fargo Advisors Financial Network, LLC and Stifel Independent Advisors, LLC. Zakary has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Zakary is part of Stifel Independent Advisors, LLC, which operates out of Saint Petersburg, Florida. The firm has 79 offices and 190 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stifel Independent Advisors, LLC includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, 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

1401 66Th Street North
Saint Petersburg, FL 33710

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Stifel Independent Advisors, LLC Brokerage Details

Total Assets Under Management

$3,556,518,775

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

190

FL Average: 458
Total Number of Accounts

9,973

FL Average: 33,415
Average Account Size

$356,615

FL Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Zakary Tomlin Work History

2023 - Present (1 year)

Stifel Independent Advisors, LLC

2014 - 2023 (9 years)

Wells Fargo Advisors Financial Network, LLC

Disclosures

Please visit the SEC profile of Zakary Tomlin 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 Independent Advisors, LLC

Matthew Frate
Saint Louis, MO
Matthew Schroeder
Saint Louis, MO
Clay Jones
Saint Louis, MO
Zakary Tomlin
Saint Petersburg, FL
Steven Sabol
Edinboro, PA
Matthew Lesko
Hunt Valley, MD
Jarriet Bluitt
Saint Louis, MO
Joseph Oliver
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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