Emily
Schram
Stifel, Nicolaus & Company, Inc
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About this Advisor
Emily Schram is a financial advisor working out of Bozeman, Montana with a total of 3 years of relevant experience. Schram works at Stifel, Nicolaus & Company, Inc. During their career, the advisor has held roles at Sifel, Nicholaus & Company, Summit Dental, Stifel, Aprs Physical Therapy, Rosauers, Albertsons and The Rock Fitness Center. Schram holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Montana. Stifel, Nicolaus & Company, Inc is a financial advisory company that has its headquarters in Saint Louis, MO. The firm has offices in 459 locations and a total of 6,729 employees. It administers $133 billion in total assets across its 334,814 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 1,312 charities and foundations. Of its 334,814 customer accounts, 24% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm provides a wide range of services, such as 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. Financial advisory fees largely depend on which services the firm provides the client. Fee types charged by Stifel, Nicolaus & Company, Inc most likely are comprised of any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$132,550,931,898
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
6,729
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
334,814
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$395,894
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
Emily Schram Work History
Emily has been registered as a financial advisor for 3 years.*
Sifel, Nicholaus & Company
Summit Dental
Stifel
Aprs Physical Therapy
Rosauers
Albertsons
The Rock Fitness Center
*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 Emily Schram to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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