Amelia
Tobias

Stifel, Nicolaus & Company, Inc

CRD#6886959
Investment Advisor
in Saint Louis, MO

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About this Advisor

Amelia Tobias is a financial advisor based in Saint Louis, Missouri, working with Stifel, Nicolaus & Company, Inc. Amelia has previously held positions at Avenica, Stifel, Xcell Orthopaedics, Amp Personnel Services LLC, H&R Block, Texas Swim Center, and The University Of Texas At Austin- Student. Amelia has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Amelia is part of Stifel, Nicolaus & Company, Inc, which operates out of Saint Louis, Missouri. 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

2021 S. Lindbergh Blvd. 3Rd Floor
Saint Louis, MO 63131

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

MO Average: 458
Total Number of Accounts

348,524

MO Average: 33,415
Average Account Size

$428,231

MO 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

Amelia Tobias Work History

2018 - Present (6 years)

Stifel

2017 - 2018 (1 year)

Avenica

2016 - 2017 (1 year)

Xcell Orthopaedics

2016 - 2016 (< 1 year)

Amp Personnel Services LLC

2016 - 2016 (< 1 year)

H&R Block

2016 - 2016 (< 1 year)

The University Of Texas At Austin- Student

2013 - 2016 (3 years)

Texas Swim Center

Disclosures

Please visit the SEC profile of Amelia Tobias 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
Olivia Geiger
Grand Rapids, MI
Kaitlyn Jackson
Savannah, GA
Jake Mcguire
Garden City, NY
Patrick Coleman
New York, NY
Daniel Westfield
Garden City, NY
Matthew Verduzco
Saint Louis, MO
Nathaniel Kane
Saint Louis, MO

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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