Daniel
Robertson
Stifel, Nicolaus & Company, Inc
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$132,550,931,898
6,729
334,814
$395,894
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.*
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
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.
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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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