Kathleen
Tribout

Stifel, Nicolaus & Company, Inc

CRD#1764431
Investment Advisor
in Saint Louis, MO

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About this Advisor

Kathleen Tribout is a financial advisor working out of Saint Louis, Missouri with a total of 4 years of relevant experience. Tribout is currently employed by Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Stifel Nicolaus & Co Inc. Tribout holds a Series 63 license, which qualifies them as a securities representative, and is able to work in Texas. Stifel, Nicolaus & Company, Inc is a company that has its headquarters in Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 financial advisors. It controls $133 billion in assets between its 334,814 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 1,312 charitable organizations. Of its 334,814 customer accounts, 24% are held by high-net-worth individuals who have at least $1 million in assets. The company provides 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 advisory services largely vary depending on which service is provided. Fees charged by Stifel, Nicolaus & Company, Inc most likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

4 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

2021 S. Lindbergh Blvd. 3Rd Floor
Saint Louis, MO 63131

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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

Kathleen Tribout Work History

Kathleen has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Stifel Nicolaus & Co Inc

1989 - 2019 (30 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Kathleen Tribout 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
Gerard Kelly
Clearwater, FL
Howard Margolis
Southfield, MI
Sara Kazarian
Hackensack, NJ
Lance Mcintosh
Bellevue, WA
Timothy Tucker
Bellevue, WA
Gregory Buckner
Wilmington, NC

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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