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 based in Boston, Massachusetts. Currently an advisor at Stifel, Nicolaus & Company, Inc, Reiser has 11 years of professional experience. Reiser holds a Series 63 license, certifying them as a securities representative. Reiser is registered to advise customers based out of Pennsylvania and Texas. Their career trajectory has included roles at Barclays Capital Inc, Wilmington Trust and Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is based out of Boston, Massachusetts, and has 362 offices across the United States. As a company, Stifel, Nicolaus & Company, Inc manages $72 billion in assets across 188,394 client accounts and employs more than 5,570 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 123,069 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Stifel, Nicolaus & Company, Inc can offer 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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

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

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 11 years of experience.

2015 - Present (4 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.

This content was compiled from the SEC and FINRA.

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