Stifel, Nicolaus & Company, Inc
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About this Advisor
Robert Burkarth is an advisor who lives in New York, New York. Currently a registered investment advisor with Stifel, Nicolaus & Company, Inc, Burkarth has 10 years of professional experience. Burkarth has Series 63 and Series 66 licenses, which qualify them as a securities broker. Burkarth is registered to work with investors in Connecticut, New Hampshire and New Jersey. Throughout their career, they have worked at U S Wealth Advisors, LLC, U S Financial Advisors, Lincoln Financial Securities Corporation, Oppenheimer & Co. Inc, Sterne Agee and Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is headquartered in New York, New York, and has 362 other brick-and-mortar locations across the United States. As a registered advisory firm, Stifel, Nicolaus & Company, Inc manages $72 billion in assets throughout 188,394 accounts and employs more than 5,570 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 123,069 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Stifel, Nicolaus & Company, Inc can offer 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's fees may include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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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
Robert Burkarth Work History
Robert has 10 years of experience.
Stifel, Nicolaus & Company, Inc
Oppenheimer & Co. Inc
Lincoln Financial Securities Corporation
U S Wealth Advisors, LLC
U S Financial Advisors
Robert Burkarth has disclosures.
Please visit their SEC profile for more details.