Robert
Miller

Stifel, Nicolaus & Company, Inc

CRD#2785959
Investment Advisor
in New York, NY
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About this Advisor

Robert Miller is a financial advisor whose office is in New York, New York. Currently a registered advisor at Stifel, Nicolaus & Company, Inc, Miller has an impressive 22 years of professional experience as a financial advisor. Miller has Series 63 and Series 66 licenses, designating them as a securities agent. Miller is able to advise investors in Pennsylvania and Texas. Over the course of their career, they have held roles at Goldman, Sachs & Co, Barclays Capital Inc and Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is headquartered in New York, New York, and operates out of 362 additional brick-and-mortar locations in the United States. In total, Stifel, Nicolaus & Company, Inc manages $72 billion in assets throughout 188,394 client accounts and employs more than 5,570 people. The firm's total assets under management makes it one of the biggest firms in the United States. The firm manages 123,069 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Stifel, Nicolaus & Company, Inc can provide 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 Analyst

Years of Experience

22 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

No

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 Miller Work History

Robert has 22 years of experience.

2015 - Present (4 years)

Stifel, Nicolaus & Company, Inc

2011 - 2015 (4 years)

Barclays Capital Inc

1996 - 2011 (15 years)

Goldman, Sachs & Co

Disclosures

Robert Miller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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