William
Hand

Stifel, Nicolaus & Company, Inc

CRD#4076431
Investment Advisor
in New York, NY
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About this Advisor

William Hand is a chartered financial analyst who works in New York, New York, with 10 years of experience as a financial advisor. Hand works at Stifel, Nicolaus & Company, Inc. Hand has gained experience at Macquarie Capital (Usa) Inc, Barclays Capital Inc and Stifel, Nicolaus & Company, Inc. Hand holds a Series 63 license, which qualifies them as a securities agent, and is registered to work in Pennsylvania and Texas. Stifel, Nicolaus & Company, Inc is an advisory business operating in New York, New York. The company has offices in 362 locations and a total of 5,570 people on staff. It controls $72 billion in assets among its 188,394 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 852 charitable organizations. Of its 188,394 client accounts, 24% are held by high-net-worth clients who have more than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc offers a number of services, such as 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. A financial advisor's fees vary depending on which services the firm provides the client. However, fee types billed by Stifel, Nicolaus & Company, Inc can include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

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

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

$74,649,055,670

NY Average: $11,469,110,461
Total Number of Employees

5,746

NY Average: 458
Total Number of Accounts

216,315

NY Average: 33,415
Average Account Size

$345,094

NY Average: $343,232

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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

William Hand Work History

William has 10 years of experience.

2015 - Present (4 years)

Stifel, Nicolaus & Company, Inc

2011 - 2015 (4 years)

Barclays Capital Inc

2010 - 2011 (1 years)

Macquarie Capital (Usa) Inc

Disclosures

William Hand has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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