Brian
Drochelman

Stifel, Nicolaus & Company, Inc

CRD#2501297
Investment Advisor
in Saint Louis, MO

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About this Advisor

Brian Drochelman is a financial advisor based out of Saint Louis, Missouri with a total of 6 years of relevant experience. Drochelman works at Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Stifel Nicolaus & Co Inc. Drochelman holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Missouri. Stifel, Nicolaus & Company, Inc is a financial advisory business that has its headquarters in Saint Louis, MO. The firm has offices in 459 locations and a total of 6,729 employees. It manages $133 billion in assets under management among its 334,814 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 1,312 charitable organizations. Of its 334,814 accounts, 24% are held by high-net-worth clients who have at least $1 million in assets. Stifel, Nicolaus & Company, Inc offers a number 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 vary depending on which services are offered. However, fees charged by Stifel, Nicolaus & Company, Inc likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

Office Location

501 North Broadway
Saint Louis, MO 63102

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

MO Average: 458
Total Number of Accounts

334,814

MO Average: 33,415
Average Account Size

$395,894

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

Brian Drochelman Work History

Brian has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Stifel Nicolaus & Co Inc

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Drochelman 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
Edward Ferguson
Athens, GA
Stephen Lestmann
Saint Louis, MO
Margaret Mcmanis
Palm Beach Gardens, FL
William Oehmig
Chattanooga, TN
Sara Kazarian
Hackensack, NJ
Rodney Naylor
Glenwood Springs, CO
Alan Beatty
Jefferson City, MO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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