Brian
Austalosh

Stifel, Nicolaus & Company, Inc

CRD#6801515
Investment Advisor
in Canfield, OH

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About this Advisor

Brian Austalosh is a financial advisor based in Canfield, Ohio, working with Stifel, Nicolaus & Company, Inc. Brian has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Home Savings Bank, Avrem Technology, Youngstown State University, and Stifel, Nicolaus & Company, Inc. Brian has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Brian is part of Stifel, Nicolaus & Company, Inc, which operates out of Canfield, Ohio. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

3685 Stutz Drive-Suite 201
Canfield, OH 44406

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

OH Average: 458
Total Number of Accounts

348,524

OH Average: 33,415
Average Account Size

$428,231

OH Average: $343,232

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

Brian Austalosh Work History

2023 - Present (2 years)

Stifel, Nicolaus & Company, Inc

2017 - 2023 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2017 (< 1 year)

Home Savings Bank

2017 - 2017 (< 1 year)

Avrem Technology

2012 - 2016 (4 years)

Youngstown State Univeristy

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brian Austalosh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Joshua Traudt
Mequon, WI
David Milling
Springfield, IL
Tashia Joseph
Melbourne, FL
Benjamin Marshall
Crown Point, IN
Michael Maddox
Modesto, CA
Kauser Hazarika
Boston, MA
Randall Johnson
Wichita, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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