Stifel, Nicolaus & Company, Inc
About this Advisor
William O'Malley is a financial advisor who works in Portsmouth, New Hampshire, who has been in the financial industry for 10 years. O'Malley works at Stifel, Nicolaus & Company, Inc. They have worked at Stifel, Nicolaus & Company, Inc for the entirety of their career. O'Malley has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California and New Hampshire. Stifel, Nicolaus & Company, Inc is an advisory company headquartered in Portsmouth, New Hampshire. The firm has offices in 431 locations and a total of 6,153 people on staff. It administers $98 billion in assets among its 244,516 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 1,031 charitable organizations. Of its 244,516 accounts, 40% are associated with high-net-worth clients who have more than $1 million in assets. Stifel, Nicolaus & Company, Inc provides a wide array 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. Fees for financial management largely depend on which services the firm provides the client. However, fees charged by Stifel, Nicolaus & Company, Inc most likely consist of 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
William O'Malley Work History
William has 10 years of experience.
Stifel Nicolaus & Co Inc
William O'Malley has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
Saint Louis, MO
New York, NY
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