Scott
Englehardt

Stifel, Nicolaus & Company, Inc

CRD#2163002
Investment Advisor
in Atlanta, GA

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About this Advisor

Scott Englehardt is a financial advisor based in Atlanta, Georgia with 6 years of relevant experience. Englehardt is currently employed by Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Stifel Nicolatus & Co Inc and Raymond James & Associates, Inc. Englehardt maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia and Texas. Stifel, Nicolaus & Company, Inc is a registered investment firm that has its headquarters in Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 advisors. It manages $133 billion in total assets between its 334,814 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 1,312 charities and foundations. Of its 334,814 client accounts, 24% belong to high-net-worth investors who have greater than $1 million in assets available to invest. 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 advice are based on which services the firm provides the client. However, fee types billed by Stifel, Nicolaus & Company, Inc most likely consist of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

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

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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

Scott Englehardt Work History

Scott has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Stifel Nicolatus & Co Inc

2013 - 2017 (4 years)

Raymond James & Associates, Inc

*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 Scott Englehardt 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
Raymond Breckenkamp
Saint Louis, MO
William Oehmig
Chattanooga, TN
Stephen Lestmann
Saint Louis, MO
Daniel Robertson
Saint Louis, MO
Zachary Hope
Frisco, TX
Ryan Holzwarth
Flint, MI
Patrick Dammert
Covington, KY

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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