Suzanna
Otte

Stifel, Nicolaus & Company, Inc

CRD#7112509
Investment Advisor
in Cincinnati, OH

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About this Advisor

Suzanna Otte is a certified financial planner working out of Cincinnati, Ohio with 3 years of industry experience. Otte is on the advisory team at Stifel, Nicolaus & Company, Inc. Throughout their career, they have worked at Silverlake "The Family Place", St. Charles Senior Living, A&P Technology, University Of Tennessee, Thomas More University, Nku, Procter And Gamble and Stifel. Otte maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Ohio. Stifel, Nicolaus & Company, Inc is a registered investment company operating out of Saint Louis, MO. It has offices in 459 locations and a total of 6,729 people on staff. It controls $133 billion in total assets between its 334,814 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 1,312 charitable organizations. Of its 334,814 accounts, 24% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc has a wide array 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. Fees for financial advice usually depend on the type of financial services. However, fee types billed by Stifel, Nicolaus & Company, Inc can be comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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

221 East Fourth Street
Cincinnati, OH 45202

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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

Suzanna Otte Work History

Suzanna has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Stifel

2016 - 2019 (3 years)

A&P Technology

2015 - 2016 (1 year)

St. Charles Senior Living

2014 - 2014 (< 1 year)

Procter And Gamble

2011 - 2014 (3 years)

Silverlake "The Family Place"

2010 - 2016 (6 years)

University Of Tennessee, Thomas More University, Nku

*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 Suzanna Otte 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
Morgan Nix
Mobile, AL
Robert Lipinski
Chicago, IL
Stephen Lestmann
Saint Louis, MO
Margaret Mcmanis
Palm Beach Gardens, FL
Heidi Chomatil
Los Angeles, CA
Patrick Dammert
Covington, KY
Mark Schreder
Baltimore, MD

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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