Ryan
Hilliard

Stifel, Nicolaus & Company, Inc

CRD#4087847
Investment Advisor
in Atlanta, GA
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About this Advisor

Ryan Hilliard is a certified financial planner working out of Atlanta, Georgia, who has been in the advisory business for 13 years. Hilliard currently works for Stifel, Nicolaus & Company, Inc. They have spent their entire employment at Stifel, Nicolaus & Company, Inc. Hilliard maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Georgia and Maryland. Stifel, Nicolaus & Company, Inc is a business headquartered in Atlanta, Georgia. The firm has offices in 362 locations and a total of 5,570 financial advisors. It handles $72 billion in total assets between its 188,394 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 852 charities and foundations. Of its 188,394 client accounts, 24% are held by high-net-worth investors who have more than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc provides a diverse array of services, such as 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. Fees charged by financial advisors largely are based on the services offered. Fee types charged by Stifel, Nicolaus & Company, Inc likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

Ryan Hilliard Work History

Ryan has 13 years of experience.

2005 - Present (14 years)

Stifel, Nicolaus & Company, Inc

Disclosures

Ryan Hilliard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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