Tina
Avelar

Stifel, Nicolaus & Company, Inc

CRD#2613802
Investment Advisor
in Las Cruces, NM

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About this Advisor

Tina Avelar is a financial advisor based in Las Cruces, New Mexico, working with Stifel, Nicolaus & Company, Inc. Tina has previously held positions at Stifel Nicolaus & Co Inc and Merrill Lynch, Pierce, Fenner & Smith Inc. Tina has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Mexico and Texas. Currently, Tina is part of Stifel, Nicolaus & Company, Inc, which operates out of Las Cruces, New Mexico. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

4400 Sonoma Ranch Blvd. Suite D
Las Cruces, NM 88011

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

NM Average: $11,469,110,461
Total Number of Employees

6,534

NM Average: 458
Total Number of Accounts

348,524

NM Average: 33,415
Average Account Size

$428,231

NM 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

Tina Avelar Work History

2021 - Present (3 years)

Stifel Nicolaus & Co Inc

1987 - 2021 (34 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Please visit the SEC profile of Tina Avelar 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
Lawrence Stater
Santa Rosa, CA
Joe Bozarth
Woodway, TX
Gregory Gonzales
Greensboro, NC
Robert Price
Center Valley, PA
Eduardo Delgado
Miami, FL
Macgregor Hunter
Carlsbad, CA
Beaux Johnston
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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