Stifel, Nicolaus & Company, Inc
About this Advisor
Thomas Mcdonnell is a financial advisor working out of New York, New York, who has been in the financial industry for 10 years. Mcdonnell is currently employed by Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Barclays Capital Inc and Stifel, Nicolaus & Company, Inc. Mcdonnell holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York, Pennsylvania and Texas. Stifel, Nicolaus & Company, Inc is a registered investment business that has its headquarters in New York, New York. It has offices in 434 locations and a total of 6,384 employees. It oversees $149 billion in total assets among its 316,625 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 1,274 charitable organizations. Of its 316,625 customer accounts, 27% belong to high-net-worth clients who have more than $1 million in investable assets. Stifel, Nicolaus & Company, Inc performs a broad assortment of services, including 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. Financial management fees typically depend on which service is offered. However, fee types billed by Stifel, Nicolaus & Company, Inc can include some blend of 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
- Educational seminars/workshops
Thomas Mcdonnell Work History
Thomas has 10 years of experience.
Stifel, Nicolaus & Company, Inc
Barclays Capital Inc
Thomas Mcdonnell has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
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Saint Joseph, MI
Saint Louis, MO
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