Patrick
King

Stifel, Nicolaus & Company, Inc

CRD#4534033
Investment Advisor
in Columbus, OH

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About this Advisor

Patrick King is a financial advisor working out of Columbus, Ohio with a total of 14 years of relevant experience. King is currently employed by Stifel, Nicolaus & Company, Inc. They have worked at Stifel, Nicolaus & Company, Inc for their entire career. King has a Series 63 license, designating them as a securities representative, and is able to advise clients in Ohio. Stifel, Nicolaus & Company, Inc is a financial advisory company operating out of Saint Louis, MO. The investment advisory business has offices in 459 locations and a total of 6,729 advisors. It handles $133 billion in assets under management between its 334,814 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 1,312 charitable organizations. Of its 334,814 accounts, 24% belong to high-net-worth investors who have greater than $1 million in investable assets. The company performs a broad set of services, such as 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 advisory fee schedules usually vary depending on which services are provided. Fees billed by Stifel, Nicolaus & Company, Inc most likely include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

14 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

Office Location

250 South High Street, 3Rd Floor Suite 350
Columbus, OH 43215

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

OH Average: 458
Total Number of Accounts

334,814

OH Average: 33,415
Average Account Size

$395,894

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

Patrick King Work History

Patrick has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Stifel Nicolaus & Co Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Patrick King 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
Andrew Pagoulatos
Succasunna, NJ
Robert Lipinski
Chicago, IL
Jeffery Burrus
Austin, TX
Mark Schreder
Baltimore, MD
David Barker
Boston, MA
Christopher Daughtry
Wilmington, NC
Richard Borish
Palm Desert, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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