Nathan
Nichols

Stifel, Nicolaus & Company, Inc

CRD#6989839
Investment Advisor
in Saint Louis, MO

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About this Advisor

Nathan Nichols is a financial advisor working in Saint Louis, Missouri with 1 year of industry experience. Nichols currently works for Stifel, Nicolaus & Company, Inc. Over the course of their career, they have held roles at Wells Fargo Clearing Services, Aerotek, Inc, Keystone Staffing Resources, Shop N Save, Macaroni Grill, Siue, Saint Louis Community College and Stifel Nicolaus & Co Inc. Nichols holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Missouri. Stifel, Nicolaus & Company, Inc is a firm based out of Saint Louis, MO. It has offices in 459 locations and a total of 6,729 people on staff. It administers $133 billion in assets under management among its 334,814 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 1,312 charitable organizations. Of its 334,814 accounts, 24% are held by high-net-worth clients who have more than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc has 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. A financial advisor's fees are based on which services the firm provides the client. However, fee types billed by Stifel, Nicolaus & Company, Inc most likely are comprised of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

501 North Broadway
Saint Louis, MO 63102

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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

Nathan Nichols Work History

Nathan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Stifel Nicolaus & Co Inc

2018 - 2022 (4 years)

Wells Fargo Clearing Services

2018 - 2018 (< 1 year)

Aerotek, Inc

2017 - 2017 (< 1 year)

Keystone Staffing Resources

2016 - 2018 (2 years)

Siue

2015 - 2016 (1 year)

Shop N Save

2014 - 2014 (< 1 year)

Macaroni Grill

2014 - 2016 (2 years)

Saint Louis Community College

*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 Nathan Nichols 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
Michael Phillips
Canfield, OH
Eric Haley
Greensburg, PA
Morgan Heyen
Lincoln, NE
Elizabeth Scoggins
Fort Myers, FL
Beau Bryant
Wenatchee, WA
Omar Latif
Saint Louis, MO
Michael Tucker
Bellevue, WA

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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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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