Stifel, Nicolaus & Company, Inc
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
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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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.
Stifel Nicolaus & Co Inc
Stifel Nicolaus & Co Inc
Kyle Shaw has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
New York, NY
San Juan Capistrano, CA
Overland Park, KS
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