Andrea
Attwood

Stifel, Nicolaus & Company, Inc

CRD#5757337
Investment Advisor
in Flint, MI

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About this Advisor

Andrea Attwood is an advisor who is based out of Flint, Michigan. Currently an advisor at Stifel, Nicolaus & Company, Inc, Attwood has 10 years of practice as a registered advisor. Attwood holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Attwood is registered to act as a financial advisor in Michigan and Texas. During their career, Attwood has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Stifel Nicolaus & Co Inc. Stifel, Nicolaus & Company, Inc is headquartered in Flint, Michigan, and has 431 additional locations throughout the country. As a registered investment advisory firm, Stifel, Nicolaus & Company, Inc oversees $98 billion in assets covering 244,516 client accounts and retains more than 6,153 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. The firm manages 166,793 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 40% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Stifel, Nicolaus & Company, Inc can offer 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 firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

5400 Gateway Center Suite A
Flint, MI 48507

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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

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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
  • Educational seminars/workshops

Andrea Attwood Work History

Andrea has 10 years of experience.

2017 - Present (5 years)

Stifel Nicolaus & Co Inc

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

Disclosures

Andrea Attwood has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Kimberly Kletschke
Sioux City, IA
Mary Byrnes
Saint Louis, MO
Thomas Launer
Saint Marys, PA
David Thomas
Port Huron, MI
Henry Holliday
Birmingham, AL
Leslie Shaw
Indianapolis, IN
George Barrow
Savannah, GA

The content in this profile was updated on 08/06/2020, using data 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.

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