Stifel, Nicolaus & Company, Inc
About this Advisor
Kaival Patel is a financial advisor who works out of Hackensack, New Jersey, with a total of 10 years of experience as a financial advisor. Patel is currently employed by Stifel, Nicolaus & Company, Inc. The advisor has gained experience at Morgan Stanley Smith Barney, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Stifel Nicolaus & Co Inc. Patel has Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey and Texas. Stifel, Nicolaus & Company, Inc is an advisory business headquartered in Hackensack, New Jersey. The company has offices in 431 locations and a total of 6,153 advisors. It administers $98 billion in total assets across its 244,516 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 1,031 charities and foundations. Of its 244,516 client accounts, 40% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a wide assortment 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 fee schedules are based on which services the firm provides the client. However, fees charged by Stifel, Nicolaus & Company, Inc likely 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
Kaival Patel Work History
Kaival has 10 years of experience.
Stifel Nicolaus & Co Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Morgan Stanley Smith Barney
Kaival Patel has disclosures.
Please visit their SEC profile for more details.
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