Stifel, Nicolaus & Company, Inc
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
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
Mary Byrnes Work History
Mary has 10 years of experience.
Stifel Nicolaus & Inc Co
Heartland Capital Partners LLC
Pruco Securities LLC
The Prudential Insurance Company Of America
Mary Byrnes has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
Newport Beach, CA
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 email@example.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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.