Henry
Frenzel

Stifel, Nicolaus & Company, Inc

CRD#4461980
Investment Advisor
in New York, NY
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About this Advisor

Henry Frenzel is a certified financial planner whose office is in New York, New York. Currently an investment advisor with Stifel, Nicolaus & Company, Inc, Frenzel has 10 years of work experience in the financial advisory industry. Frenzel maintains a Series 63 license, certifying the advisor as a securities agent. Frenzel can serve investors based out of Texas. Over the course of their career, they have held roles at Ubs Financial Services Inc and Stifel Nicolaus & Co Inc. Stifel, Nicolaus & Company, Inc is based out of New York, New York, and operates out of 362 additional brick-and-mortar locations in the United States. Overall, Stifel, Nicolaus & Company, Inc manages $72 billion in assets throughout 188,394 accounts and employs more than 5,570 people. The amount of assets the firm manages makes it one of the largest firms in the nation. The firm manages 123,069 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Stifel, Nicolaus & Company, Inc provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

1095 Avenue Of The Americas 3Rd and 4Th Floors
New York, NY 10036

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$71,482,841,447

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

5,570

NY Average: 458
Total Number of Accounts

188,394

NY Average: 33,415
Average Account Size

$379,433

NY Average: $343,232

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Investment Advisory 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

Henry Frenzel Work History

Henry has 10 years of experience.

2014 - Present (5 years)

Stifel Nicolaus & Co Inc

2008 - 2014 (6 years)

Ubs Financial Services Inc

Disclosures

Henry Frenzel has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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