Stifel, Nicolaus & Company, Inc
About this Advisor
Alan Wolman is a financial advisor operating in Center Valley, Pennsylvania, who has 10 years of work experience. Wolman currently works for Stifel, Nicolaus & Company, Inc. They have spent their whole time as a financial advisor at Stifel, Nicolaus & Company, Inc. Wolman holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey, Pennsylvania and Texas. Stifel, Nicolaus & Company, Inc is a firm that has its headquarters in Center Valley, Pennsylvania. It has offices in 434 locations and a total of 6,384 employees. It has $149 billion in total assets between its 316,625 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 1,274 charitable organizations. Of its 316,625 client accounts, 27% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc performs a number 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 advisory services usually vary depending on which services the firm provides the client. However, fees charged by Stifel, Nicolaus & Company, Inc likely consist of any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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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
Alan Wolman Work History
Alan has 10 years of experience.
Stifel, Nicolaus & Company, Inc
Alan Wolman has disclosures.
Please visit their SEC profile for more details.
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