Kyle
Shaw

Stifel, Nicolaus & Company, Inc

CRD#6043778
Investment Advisor
in Saint Louis, MO

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About this Advisor

Kyle Shaw is a financial advisor based in Saint Louis, Missouri, who has been in the industry for 10 years. Shaw is an advisor for Stifel, Nicolaus & Company, Inc. Over the course of their career, Shaw has held roles at Century Securities, Stifel Nicolaus & Co Inc and Edward Jones. Shaw maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Missouri. Stifel, Nicolaus & Company, Inc is an advisory firm based out of Saint Louis, Missouri. The investment advisory business has offices in 434 locations and a total of 6,384 financial advisors. It has $149 billion in assets among its 316,625 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 1,274 charities and foundations. Of its 316,625 accounts, 27% are associated with high-net-worth individuals who have at least $1 million in investable assets. 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 advisory services usually depend on which services the firm provides the client. However, fee types billed by Stifel, Nicolaus & Company, Inc likely include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Yes

Office Location

501 North Broadway
Saint Louis, MO 63102

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

MO Average: 458
Total Number of Accounts

316,625

MO Average: 33,415
Average Account Size

$469,203

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

Kyle Shaw Work History

Kyle has 10 years of experience.

2020 - Present (2 years)

Stifel Nicolaus & Co Inc

2016 - 2020 (4 years)

Edward Jones

2014 - 2016 (2 years)

Stifel Nicolaus & Co Inc

2012 - 2014 (2 years)

Century Securities

Disclosures

Kyle Shaw has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
John Bush
Bakersfield, CA
John Lawrence
Southport, NC
Thomas Mcdonnell
New York, NY
Aislinn Baker
Bellevue, WA
Marni Menden
San Juan Capistrano, CA
John Mayer
Bismarck, ND
Benjamin Hammes
Overland Park, KS

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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