Mary
Byrnes

Stifel, Nicolaus & Company, Inc

CRD#4102130
Investment Advisor
in Saint Louis, MO

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About this Advisor

Mary Byrnes is an investment advisor in Saint Louis, Missouri. Currently an advisor at Stifel, Nicolaus & Company, Inc, they have gathered 10 years of professional experience in the financial advisory industry. Byrnes maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Byrnes is able to operate in Missouri. Their career trajectory has included roles at Scottrade, Inc, Stifel Nicolaus & Inc Co, Heartland Capital Partners LLC, Pnc, Pruco Securities LLC and The Prudential Insurance Company Of America. Stifel, Nicolaus & Company, Inc is headquartered in Saint Louis, Missouri, and has 431 other locations throughout the country. As an advisory firm, Stifel, Nicolaus & Company, Inc manages $98 billion in assets covering 244,516 accounts and retains more than 6,153 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. The firm manages 166,793 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 40% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Stifel, Nicolaus & Company, Inc provides 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. The firm's fees may include 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

No

Office Location

501 North Broadway
Saint Louis, MO 63102

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

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

6,153

MO Average: 458
Total Number of Accounts

244,516

MO Average: 33,415
Average Account Size

$399,512

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

Mary Byrnes Work History

Mary has 10 years of experience.

2020 - Present (2 years)

Stifel Nicolaus & Inc Co

2019 - 2020 (1 year)

Heartland Capital Partners LLC

2019 - 2019 (< 1 year)

Pnc

2018 - 2018 (< 1 year)

Pruco Securities LLC

2018 - 2018 (< 1 year)

The Prudential Insurance Company Of America

2010 - 2018 (8 years)

Scottrade, Inc

Disclosures

Mary Byrnes has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
John Vernon
Newport Beach, CA
Keith Walker
Roseville, CA
Mary Briscoe
Montgomery, AL
Bernard Spielman
Sheridan, WY
Richard Midgley
Modesto, CA
Michael Luckett
Montgomery, AL
Jeffrey Galloway
Houston, TX

The content in this profile was updated by SmartAsset on 08/06/2020 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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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