Paul
Laurell

Stifel, Nicolaus & Company, Inc

CRD#5300435
Investment Advisor
in Harwich, MA

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About this Advisor

Paul Laurell is a financial advisor based in Harwich, Massachusetts, working with Stifel, Nicolaus & Company, Inc. Paul has previously held a position at Stifel Nicolaus & Co Inc. Paul has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Paul is part of Stifel, Nicolaus & Company, Inc, which operates out of Harwich, Massachusetts. 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 66

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

Firefly Professional Bldg., 105 Route 137 Unit A
Harwich, MA 02645

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

MA Average: 458
Total Number of Accounts

348,524

MA Average: 33,415
Average Account Size

$428,231

MA 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

Paul Laurell Work History

2014 - Present (10 years)

Stifel Nicolaus & Co Inc

Disclosures

Please visit the SEC profile of Paul Laurell 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
Joshua Traudt
Mequon, WI
Ron Bekins
Palm Beach, FL
Paul Simmons
Auburn, AL
Diego Canalda
Miami, FL
Katherine Brummet
Rolla, MO
David Milling
Springfield, IL
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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