Stifel, Nicolaus & Company, Inc
About this Advisor
Andrew Foote is an investment advisor in New York, New York. Currently an investment advisor with Stifel, Nicolaus & Company, Inc, they have accumulated 10 years of work experience as a financial advisor. Foote has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Foote is able to operate in New Jersey and Texas. Foote has gained experience at Morgan Stanley Smith Barney, Morgan Stanley, Morgan Stanley Private Bank, National Association and Stifel Nicolaus & Co Inc. Stifel, Nicolaus & Company, Inc is based out of New York, New York, and has 431 other locations throughout the United States. As a company, Stifel, Nicolaus & Company, Inc manages $98 billion in assets covering 244,516 client accounts and employs more than 6,153 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. The firm manages 166,793 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 40% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Stifel, Nicolaus & Company, Inc can provide 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 firm may charge clients asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Stifel, Nicolaus & Company, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Andrew Foote Work History
Andrew has 10 years of experience.
Stifel Nicolaus & Co Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Andrew Foote has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
New York, NY
Saint Louis, MO
Center Valley, PA
New York, NY
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.