Magay
Shepard

Stifel, Nicolaus & Company, Inc

CRD#1449495
Investment Advisor
in Charlotte, NC
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About this Advisor

Magay Shepard is a certified financial planner based out of Charlotte, North Carolina, with 28 years of professional experience. Shepard is an employee of Stifel, Nicolaus & Company, Inc. During their career, the advisor has held roles at Wachovia Securities, LLC, A. G. Edwards & Sons, Inc and Stifel Nicolaus & Co Inc. Shepard has a Series 63 license, certifying them as a securities agent, and is approved to work in North Carolina and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory firm that has its headquarters in Charlotte, North Carolina. It has offices in 362 locations and a total of 5,570 financial advisors. It administers $72 billion in assets under management across its 188,394 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 852 charities and foundations. Of its 188,394 customer accounts, 24% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm offers a broad range of services, including 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. Fees for financial advice usually are based on the financial services provided. However, fees charged by Stifel, Nicolaus & Company, Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

28 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

Yes

Office Location

6100 Fairview Road Suite 700
Charlotte, NC 28210

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$74,649,055,670

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

5,746

NC Average: 458
Total Number of Accounts

216,315

NC Average: 33,415
Average Account Size

$345,094

NC 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

Magay Shepard Work History

Magay has 28 years of experience.

2009 - Present (10 years)

Stifel Nicolaus & Co Inc

2008 - 2009 (1 year)

Wachovia Securities, LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

1990 - 2009 (19 years)

A. G. Edwards & Sons, Inc

Disclosures

Magay Shepard has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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