Stifel, Nicolaus & Company, Inc
About this Advisor
Zadoc Brown is an investment advisor who is based in Kahului, Hawaii. Currently a registered financial advisor at Stifel, Nicolaus & Company, Inc, they have accrued a notable 27 years of professional experience. Brown holds Series 63, Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Brown can advise investors based out of Hawaii and Texas. Brown has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Stifel Nicolaus & Co Inc. Stifel, Nicolaus & Company, Inc is based out of Kahului, Hawaii, and operates out of 431 additional brick-and-mortar locations across the country. As a company, Stifel, Nicolaus & Company, Inc oversees $98 billion in assets dispersed across 244,516 client accounts and employs more than 6,153 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 166,793 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 40% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Stifel, Nicolaus & Company, Inc can provide 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. The firm may charge clients asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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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
- Educational seminars/workshops
Zadoc Brown Work History
Zadoc has 27 years of experience.
Stifel Nicolaus & Co Inc
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Zadoc Brown has no disclosures.
Please visit their SEC profile for more details.
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