Alex
Boatman

Stifel, Nicolaus & Company, Inc

CRD#5983483
Investment Advisor
in Utica, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Alex Boatman is a financial advisor working in Utica, Michigan, who has been in the industry for 12 years. Boatman is an advisor for Stifel, Nicolaus & Company, Inc. Over the course of their career, they have held roles at Edward Jones, At&T Authorized Retailer and Stifel Nicolaus & Co Inc. Boatman maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Michigan and Texas. Stifel, Nicolaus & Company, Inc is a firm that has its headquarters in Utica, Michigan. The company has offices in 431 locations and a total of 6,153 employees. It has $98 billion in assets under management between its 244,516 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 1,031 charitable organizations. Of its 244,516 accounts, 40% belong to high-net-worth investors who have at least $1 million in investable assets. The company has a wide range 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 largely vary depending on which services the firm provides the client. Fees billed by Stifel, Nicolaus & Company, Inc can be comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

Disclosures

No

Office Location

50194 Schoenherr Road
Utica, MI 48315

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

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

6,153

MI Average: 458
Total Number of Accounts

244,516

MI Average: 33,415
Average Account Size

$399,512

MI Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Alex Boatman Work History

Alex has 12 years of experience.

2020 - Present (1 year)

Stifel Nicolaus & Co Inc

2011 - 2020 (9 years)

Edward Jones

2008 - 2011 (3 years)

At&T Authorized Retailer

Disclosures

Alex Boatman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Zachary Harveth
Lake Forest, IL
Tricia Beevers
Denton, TX
Kathleen Schoudel
Montgomery, AL
James Klingler
Montgomery, AL
Scott Duff
San Francisco, CA
Benjamin Walker
Montgomery, AL
Kaival Patel
Hackensack, NJ

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started