Devin
Anthony
Stifel, Nicolaus & Company, Inc
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About this Advisor
Devin Anthony is a financial advisor who works out of Indianapolis, Indiana with a total of 1 year of industry experience. Anthony is an employee of Stifel, Nicolaus & Company, Inc. Throughout their career, they have worked at Bhs Data Management, Dominos Pizza, Capital One Financial, Samford Cutting Edge Lawn Service, LLC, Bossier Parish Community College, Ameriprise Financial Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Texas Roadhouse, Outback Steakhouse, Planet Fitness, Bank Of America, N.A, Stifel, Nicolaus & Company, Inc and Santa Fe Cattle Company. Anthony maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Indiana and Texas. Stifel, Nicolaus & Company, Inc is a firm headquartered in Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 financial advisors. It handles $133 billion in total assets among its 334,814 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 1,312 charities and foundations. Of its 334,814 client accounts, 24% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business has a wide set of services, including 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. Financial advisory fees largely are based on which services are offered. Fee types charged by Stifel, Nicolaus & Company, Inc likely are comprised of some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$132,550,931,898
6,729
334,814
$395,894
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
Devin Anthony Work History
Devin has been registered as a financial advisor for 1 years.*
Stifel, Nicolaus & Company, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Ameriprise Financial Services, Inc
Planet Fitness
Samford Cutting Edge Lawn Service, LLC
Bossier Parish Community College
Ameriprise Financial Services, Inc
Outback Steakhouse
Capital One Financial
Texas Roadhouse
Santa Fe Cattle Company
Bhs Data Management
Dominos Pizza
*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 Devin Anthony 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
Saint Louis, MO
New York, NY
Chicago, IL
Covington, KY
Sioux Falls, SD
Palm Desert, CA
Chattanooga, TN
Baltimore, MD
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.
