Douglas
Duch

Stifel, Nicolaus & Company, Inc

CRD#1098687
Investment Advisor
in Savannah, GA

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About this Advisor

Douglas Duch is a financial advisor working in Savannah, Georgia who has 8 years of relevant experience. Duch is an advisor for Stifel, Nicolaus & Company, Inc. Throughout their career, Duch has worked at Sterne Agee & Leach and Stifel, Nicolaus & Company, Inc. Duch has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia. Stifel, Nicolaus & Company, Inc is a registered investment business that has its headquarters in Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 financial advisors. It manages $133 billion in assets under management among its 334,814 accounts, making it one of the largest firms in the country by assets under management. The firm serves 1,312 charitable organizations. Of its 334,814 client accounts, 24% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc offers 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. Financial advisory fee schedules depend on which service is offered. Fee types billed by Stifel, Nicolaus & Company, Inc most likely are comprised of some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 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

33 Bull Street, Second Floor Pob 8346, Savannah, Ga 31412
Savannah, GA 31401

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

GA Average: 458
Total Number of Accounts

334,814

GA Average: 33,415
Average Account Size

$395,894

GA 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

Douglas Duch Work History

Douglas has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Stifel, Nicolaus & Company, Inc

2015 - Present (9 years)

Stifel, Nicolaus & Company, Inc

2010 - Present (14 years)

Sterne Agee & Leach

*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 Douglas Duch 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
Eric Estelle
Saint Louis, MO
William Oehmig
Chattanooga, TN
Margaret Mcmanis
Palm Beach Gardens, FL
Mark Schreder
Baltimore, MD
Morgan Nix
Mobile, AL
Alan Beatty
Jefferson City, MO
Stephen Lestmann
Saint Louis, MO

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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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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