Frederick
Witham
Stifel, Nicolaus & Company, Inc
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About this Advisor
Frederick Witham is a financial advisor based in Medford, Oregon, working with Stifel, Nicolaus & Company, Inc. Frederick has previously held positions at Morgan Stanley Private Bank, National Association, Citigroup Global Markets, Inc, Morgan Stanley Smith Barney, Stifel Nicolaus & Co Inc, and Edward Jones. Frederick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Texas. Currently, Frederick is part of Stifel, Nicolaus & Company, Inc, which operates out of Medford, Oregon. 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
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$149,248,936,163
6,534
348,524
$428,231
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
Frederick Witham Work History
Stifel Nicolaus & Co Inc
Morgan Stanley Private Bank, National Association
Edward Jones
Morgan Stanley Smith Barney
Citigroup Global Markets, Inc
Disclosures
Please visit the SEC profile of Frederick Witham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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