Michael
Phillips

Stifel, Nicolaus & Company, Inc

CRD#6515863
Investment Advisor
in Canfield, OH

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About this Advisor

Michael Phillips is a financial advisor working in Canfield, Ohio, who has been in the industry for 10 years. Phillips is an advisor for Stifel, Nicolaus & Company, Inc. The advisor has gained experience at Howard Hanna, Johnson & Johnson Law Firm, Rex Energy Corporation, Stifel Nicolaus & Co Inc, Axis Pipeline Services, LLC and Purple Land Management. Phillips maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Ohio. Stifel, Nicolaus & Company, Inc is a business that has its headquarters in Canfield, Ohio. The firm has offices in 434 locations and a total of 6,384 advisors. It manages $149 billion in assets under management between its 316,625 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 1,274 charitable organizations. Of its 316,625 accounts, 27% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company has a number 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. A financial advisor's fee schedules are based on which services the firm provides the client. However, fee types billed by Stifel, Nicolaus & Company, Inc can consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

6575 Seville Drive
Canfield, OH 44406

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

OH Average: 458
Total Number of Accounts

316,625

OH Average: 33,415
Average Account Size

$469,203

OH 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
  • Educational seminars/workshops

Michael Phillips Work History

Michael has 10 years of experience.

2015 - Present (7 years)

Stifel Nicolaus & Co Inc

2015 - 2015 (< 1 year)

Howard Hanna

2014 - 2014 (< 1 year)

Rex Energy Corporation

2014 - 2015 (1 year)

Purple Land Management

2013 - 2014 (1 year)

Axis Pipeline Services, LLC

2012 - 2013 (1 year)

Johnson & Johnson Law Firm

Disclosures

Michael Phillips has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
David Westerfeld
Bakersfield, CA
Scott Schulick
Canfield, OH
Randy Anderson
Boise, ID
Kevin Walls
Wilmington, DE
Margaret Pacheco
Tampa, FL
Ron Bekins
Palm Beach, FL
Craig Bonelli Jr.
Paso Robles, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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