Siara
Montgomery

Stifel, Nicolaus & Company, Inc

CRD#6430492
Investment Advisor
in Saint Louis, MO

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About this Advisor

Siara Montgomery is an investment advisor whose office is in Saint Louis, Missouri. Currently an advisor with Stifel, Nicolaus & Company, Inc, they have gathered 10 years of work experience as a financial advisor. Montgomery has Series 63 and Series 66 licenses, certifying the advisor as a securities agent. Montgomery is registered to operate based out of Missouri. Over the course of their career, they have held roles at Enterprise Holdings, Hazelwood School District, Lindenwood University, Avis Budget Group, Scottrade, Edward Jones, Mary Kay, Uber and Stifel Nicolaus & Co Inc. Stifel, Nicolaus & Company, Inc is headquartered in Saint Louis, Missouri, and operates out of 431 additional offices in the country. In total, Stifel, Nicolaus & Company, Inc oversees $98 billion in assets covering 244,516 client accounts and employs more than 6,153 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the United States. The firm manages 166,793 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 40% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Stifel, Nicolaus & Company, Inc can offer 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 may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, 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

Siara Montgomery Work History

Siara has 10 years of experience.

2020 - Present (2 years)

Stifel Nicolaus & Co Inc

2017 - 2020 (3 years)

Edward Jones

2015 - 2017 (2 years)

Scottrade

2015 - 2017 (2 years)

Mary Kay

2015 - 2017 (2 years)

Uber

2014 - 2015 (1 year)

Avis Budget Group

2013 - 2015 (2 years)

Hazelwood School District

2011 - 2013 (2 years)

Lindenwood University

2010 - 2013 (3 years)

Enterprise Holdings

Disclosures

Siara Montgomery has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Donald Frio
New York, NY
Gloria Mondschein
Center Valley, PA
James Lin
Irvine, CA
Amber Mayberry
Saint Louis, MO
Joshua Burgan
Indianapolis, IN
Derek Downing
Hauppauge, NY
John Ark
Honolulu, HI

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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