Daniel
Robertson
Stifel, Nicolaus & Company, Inc
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About this Advisor
Daniel Robertson is a financial advisor based in Saint Louis, Missouri, working with Stifel, Nicolaus & Company, Inc. Daniel has previously held positions at Alphastar Capital Management, LLC, Alpha Retirement Concepts, Center Street Advisors, Eldercare Financial, Wealth Protection Advisors, Stifel Nicolaus & Co Inc, Homemaker, Crown Capital Securities, Lp, and Six Point Financial Group. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Daniel 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
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$149,248,936,163
6,534
348,524
$428,231
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
Daniel Robertson Work History
Stifel Nicolaus & Co Inc
Homemaker
Crown Capital Securities, Lp
Six Point Financial Group
Center Street Advisors
Eldercare Financial
Wealth Protection Advisors
Alphastar Capial Management, LLC
Alpha Retirement Concepts
Disclosures
Please visit the SEC profile of Daniel Robertson 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
Saint Louis, MO
Greensboro, NC
Louisville, KY
Phoenix, AZ
Center Valley, PA
Boise, ID
Billings, MT
Miami, FL
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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