Gregory
Beal

Stifel, Nicolaus & Company, Inc

CRD#2715439
Investment Advisor
in Frederick, MD

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About this Advisor

Gregory Beal is a financial advisor who works out of Frederick, Maryland with 11 years of industry experience. Beal is currently employed by Stifel, Nicolaus & Company, Inc. They have been an employee of Stifel, Nicolaus & Company, Inc for their total career. Beal maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Maryland. Stifel, Nicolaus & Company, Inc is a financial advisory business that has its headquarters in Saint Louis, MO. It has offices in 459 locations and a total of 6,729 financial advisors. It oversees $133 billion in assets between its 334,814 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 1,312 charitable organizations. Of its 334,814 accounts, 24% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc provides a number 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. Fees charged by financial advisors are based on the financial services offered. However, fees charged by Stifel, Nicolaus & Company, Inc most likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 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

Creekside Plaza 50 Citizen'S Way Suite 200
Frederick, MD 21701

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

MD Average: 458
Total Number of Accounts

334,814

MD Average: 33,415
Average Account Size

$395,894

MD 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

Gregory Beal Work History

Gregory has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Stifel, Nicolaus & Company, 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 Gregory Beal 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
Zachary Hope
Frisco, TX
Richard Borish
Palm Desert, CA
Ryan Holzwarth
Flint, MI
Margaret Mcmanis
Palm Beach Gardens, FL
Peter Birdwell
San Francisco, CA
William Oehmig
Chattanooga, TN
Jesse Wright
Sioux Falls, SD

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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