Patricia
Stark

Stifel, Nicolaus & Company, Inc

CRD#2172837
Investment Advisor
in Chicago, IL

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About this Advisor

Patricia Stark is a financial advisor based in Chicago, Illinois, working with Stifel, Nicolaus & Company, Inc. Patricia has previously held a position at Stifel Nicolaus & Co Inc. Patricia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Patricia is part of Stifel, Nicolaus & Company, Inc, which operates out of Chicago, Illinois. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

70 West Madison Street Suite 2500
Chicago, IL 60602

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

IL Average: 458
Total Number of Accounts

348,524

IL Average: 33,415
Average Account Size

$428,231

IL 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

Patricia Stark Work History

2014 - Present (10 years)

Stifel Nicolaus & Co Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Patricia Stark 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
Robert Stauffer
Baltimore, MD
Paul Simmons
Auburn, AL
David Milling
Springfield, IL
Faisal Raza
Dallas, TX
Ron Bekins
Palm Beach, FL
Michael Maddox
Modesto, CA
Jennifer Cockman
Greensboro, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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