Robert
Burkarth

Stifel, Nicolaus & Company, Inc

CRD#1998509
Investment Advisor
in New York, NY
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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

Series 63, Series 66, Chartered Financial Consultant

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

Robert Burkarth Work History

Robert has 10 years of experience.

2015 - Present (4 years)

Stifel, Nicolaus & Company, Inc

2014 - 2015 (1 years)

Sterne Agee

2011 - 2014 (3 years)

Oppenheimer & Co. Inc

2009 - 2011 (2 years)

Lincoln Financial Securities Corporation

2008 - 2009 (1 years)

U S Wealth Advisors, LLC

2008 - 2011 (3 years)

U S Financial Advisors

Disclosures

Robert Burkarth has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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