Whitney
Warmack

Stifel, Nicolaus & Company, Inc

CRD#5349630
Investment Advisor
in Atlanta, GA
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About this Advisor

Whitney Warmack is a certified financial planner working out of Atlanta, Georgia, who has been in the financial industry for 10 years. Warmack currently works for Stifel, Nicolaus & Company, Inc. Over the course of their career, they have held roles at Goldman, Sachs & Co, Barclays Capital Inc and Stifel, Nicolaus & Company, Inc. Warmack has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia and Texas. Stifel, Nicolaus & Company, Inc is a business operating out of Atlanta, Georgia. The firm has offices in 362 locations and a total of 5,570 financial advisors. It has $72 billion in total assets across its 188,394 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 852 charities and foundations. Of its 188,394 accounts, 24% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc has a wide 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 usually depend on which service is provided. Fee types billed by Stifel, Nicolaus & Company, Inc likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

Whitney Warmack Work History

Whitney has 10 years of experience.

2015 - Present (4 years)

Stifel, Nicolaus & Company, Inc

2011 - Present (8 years)

Barclays Capital Inc

2008 - 2011 (3 years)

Goldman, Sachs & Co

Disclosures

Whitney Warmack has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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