Daniel
Robertson

Stifel, Nicolaus & Company, Inc

CRD#5815950
Investment Advisor
in Saint Louis, MO

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About this Advisor

Daniel Robertson is a financial advisor based in Saint Louis, Missouri, with 1 year of relevant experience. Robertson is currently employed by Stifel, Nicolaus & Company, Inc. Over the course of their career, Robertson has held roles at Alphastar Capial Management, LLC, Alpha Retirement Concepts, The Leaders Group, Center Street Advisors, Eldercare Financial, Wealth Protection Advisors, Stifel Nicolaus & Co Inc, Homemaker, Crown Capital Securities, Lp and Six Point Financial Group. Robertson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Missouri. Stifel, Nicolaus & Company, Inc is a registered investment firm that has its headquarters in Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 people on staff. It administers $133 billion in assets between its 334,814 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 1,312 charitable organizations. Of its 334,814 customer accounts, 24% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc performs 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 for financial management largely depend on which services are provided. However, fee types charged by Stifel, Nicolaus & Company, Inc most likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Daniel Robertson Work History

Daniel has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Stifel Nicolaus & Co Inc

2020 - 2021 (1 year)

Homemaker

2018 - 2020 (2 years)

Crown Capital Securities, Lp

2018 - 2020 (2 years)

Six Point Financial Group

2015 - 2018 (3 years)

Center Street Advisors

2015 - 2018 (3 years)

Eldercare Financial

2015 - 2018 (3 years)

Wealth Protection Advisors

2013 - 2015 (2 years)

Alphastar Capial Management, LLC

2013 - 2015 (2 years)

Alpha Retirement Concepts

2013 - 2013 (< 1 year)

The Leaders Group

*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 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

John Thomas
Saint Louis, MO
Michael Dammert
Covington, KY
Scott Englehardt
Atlanta, GA
Eleanor Jordan
Austin, TX
Cynthia Touchton
Clearwater, FL
Anthony Miller
Gainesville, GA
James Carps
Akron, OH
Nicole Hansen
Bellevue, WA

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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