Stifel, Nicolaus & Company, Inc
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About this Advisor
Patrick Buckley is a financial advisor based in Skaneateles, New York with a total of 3 years of relevant experience. Buckley is currently employed by Stifel, Nicolaus & Company, Inc. During their career, Buckley has held roles at Stifel, Nicolaus & Company, Inc and Baker Street Bakery. Buckley has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey, New York and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory business operating out of Saint Louis, MO. The firm has offices in 459 locations and a total of 6,729 advisors. It controls $133 billion in total assets among its 334,814 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 1,312 charities and foundations. Of its 334,814 client accounts, 24% are held by high-net-worth clients who have at least $1 million in assets. The company offers a number of services, such as 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. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Stifel, Nicolaus & Company, Inc most likely are comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
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Stifel, Nicolaus & Company, Inc Brokerage Details
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
Patrick Buckley Work History
Patrick has been registered as a financial advisor for 3 years.*
Stifel, Nicolaus & Company, Inc
Baker Street Bakery
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Patrick Buckley 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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 firstname.lastname@example.org.
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