Michael
Reiser

Stifel, Nicolaus & Company, Inc

CRD#4565260
Investment Advisor
in Boston, MA

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About this Advisor

Michael Reiser is an investment advisor who lives in Boston, Massachusetts. Currently a registered financial advisor with Stifel, Nicolaus & Company, Inc, Reiser has 12 years of professional experience. Reiser holds a Series 63 license, certifying the advisor as a securities representative. Reiser is registered to serve investors based out of Pennsylvania and Texas. Throughout their career, they have worked at Barclays Capital Inc, Wilmington Trust and Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is based out of Boston, Massachusetts, and operates out of 406 other locations in the United States. In total, Stifel, Nicolaus & Company, Inc oversees $75 billion in assets covering 216,315 client accounts and employs more than 5,746 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 143,719 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 35% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Stifel, Nicolaus & Company, Inc offers financial planning services, 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. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

13 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

125 High Street
Boston, MA 02110

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$74,649,055,670

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

5,746

MA Average: 458
Total Number of Accounts

216,315

MA Average: 33,415
Average Account Size

$345,094

MA 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

Michael Reiser Work History

Michael has 13 years of experience.

2015 - Present (5 years)

Stifel, Nicolaus & Company, Inc

2010 - 2015 (5 years)

Barclays Capital Inc

2007 - 2010 (3 years)

Wilmington Trust

Disclosures

Michael Reiser has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Michelle Mcgraw
La Crosse, WI
Nicholas Birke
Saint Louis, MO
Lauren Cantillo
Bourbonnais, IL
Morgan Crutchley
Bluffton, SC
Zachary Harveth
Lake Forest, IL
Brett Fleckman
New York, NY
John Ark
Honolulu, HI

This content was compiled from the SEC and FINRA.

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