Robert
Chanin

Stifel, Nicolaus & Company, Inc

CRD#703570
Investment Advisor
in Atlanta, GA
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About this Advisor

Robert Chanin is an advisor whose office is in Atlanta, Georgia. Currently a registered investment advisor at Stifel, Nicolaus & Company, Inc, Chanin has 11 years of work experience. Chanin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Chanin is able to serve customers based out of Georgia, North Carolina and Texas. The advisor has gained experience at Stifel, Nicolaus & Company, Inc and Ubs Financial Services Inc. Stifel, Nicolaus & Company, Inc is located in Atlanta, Georgia, and operates out of 362 additional offices across the nation. In aggregate, Stifel, Nicolaus & Company, Inc oversees $72 billion in assets throughout 188,394 client accounts and retains more than 5,570 people. The amount of assets the firm manages places it among the biggest firms in the country. The firm manages 123,069 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 24% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Stifel, Nicolaus & Company, Inc offers portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

3630 Peachtree Road Ne, 4Th Floor
Atlanta, GA 30326

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$74,649,055,670

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

5,746

GA Average: 458
Total Number of Accounts

216,315

GA Average: 33,415
Average Account Size

$345,094

GA 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

Robert Chanin Work History

Robert has 11 years of experience.

2009 - Present (10 years)

Stifel, Nicolaus & Company, Inc

2007 - Present (12 years)

Ubs Financial Services Inc

Disclosures

Robert Chanin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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