Adrian
Majlis
Stifel, Nicolaus & Company, Inc
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About this Advisor
Adrian Majlis is a financial advisor based in New York, New York, working with Stifel, Nicolaus & Company, Inc. Adrian has previously held positions at Deutsche Bank Securities Inc, Raymond James & Associates, Inc, and Stifel, Nicolaus & Company, Inc. Adrian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and New York. Currently, Adrian is part of Stifel, Nicolaus & Company, Inc, which operates out of New York, New York. 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
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$149,248,936,163
6,534
348,524
$428,231
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
Adrian Majlis Work History
Stifel, Nicolaus & Company, Inc
Raymond James & Associates, Inc
Deutsche Bank Securities Inc
Disclosures
Please visit the SEC profile of Adrian Majlis 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
Saint Louis, MO
Morristown, NJ
Louisville, KY
Greensboro, NC
Bellevue, WA
Garden City, NY
Santa Rosa, CA
Phoenix, AZ
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