Crystal
Schlegl

Stifel, Nicolaus & Company, Inc

CRD#1326226
Investment Advisor
in Saint Louis, MO

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About this Advisor

Crystal Schlegl is a financial advisor operating out of Saint Louis, Missouri, who has been in the advisory business for 25 years. Schlegl is currently employed by Stifel, Nicolaus & Company, Inc. They have been employed by Stifel, Nicolaus & Company, Inc for their entire career. Schlegl maintains a Series 63 license, designating them as a securities representative, and is approved to operate in Missouri. Stifel, Nicolaus & Company, Inc is a financial advisory firm headquartered in Saint Louis, Missouri. It has offices in 431 locations and a total of 6,153 advisors. It handles $98 billion in assets between its 244,516 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 1,031 charities and foundations. Of its 244,516 accounts, 40% belong to high-net-worth individuals who have greater than $1 million in assets. Stifel, Nicolaus & Company, Inc has 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. Financial management fees usually are based on which services the firm provides the client. Fees billed by Stifel, Nicolaus & Company, Inc may include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

25 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

501 N. Broadway
Saint Louis, MO 63102

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

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

6,153

MO Average: 458
Total Number of Accounts

244,516

MO Average: 33,415
Average Account Size

$399,512

MO 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

Crystal Schlegl Work History

Crystal has 25 years of experience.

1995 - Present (26 years)

Stifel, Nicolaus & Company, Inc

Disclosures

Crystal Schlegl has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
James Klingler
Montgomery, AL
George Barrow
Savannah, GA
Erin Brady
Binghamton, NY
Oliver Whybrow
Chicago, IL
James Walne
Memphis, TN
David Weiner
West Harrison, NY
Suzanne Marshall
Indianapolis, IN

This content was compiled from the SEC and FINRA.

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