Allison
Rebich

Stifel Independent Advisors, LLC

CRD#6955139
Investment Advisor
in Edinboro, PA

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About this Advisor

Allison Rebich is a financial advisor based in Edinboro, Pennsylvania, working with Stifel Independent Advisors, LLC. Allison has previously held positions at Pnc, First National Bank, Rebich Investments, Grub Hub, Westminster College, Mercyhurst Preparatory School, and Stifel Independent Advisors. Allison has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Allison is part of Stifel Independent Advisors, LLC, which operates out of Edinboro, Pennsylvania. The firm has 79 offices and 190 employees. The firm manages assets totaling $3.6 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 institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stifel Independent Advisors, LLC includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, 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

220 W Plum Street Suite 325
Edinboro, PA 16412

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Stifel Independent Advisors, LLC Brokerage Details

Total Assets Under Management

$3,556,518,775

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

190

PA Average: 458
Total Number of Accounts

9,973

PA Average: 33,415
Average Account Size

$356,615

PA Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Allison Rebich Work History

2023 - Present (1 year)

Stifel Independent Advisors

2020 - 2023 (3 years)

Pnc

2020 - 2020 (< 1 year)

First National Bank

2020 - 2020 (< 1 year)

Grub Hub

2019 - 2019 (< 1 year)

Rebich Investments

2018 - 2018 (< 1 year)

Rebich Investments

2016 - 2020 (4 years)

Westminster College

2012 - 2016 (4 years)

Mercyhurst Preparatory School

Disclosures

Please visit the SEC profile of Allison Rebich 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 Independent Advisors, LLC

Jarriet Bluitt
Saint Louis, MO
Steven Sabol
Edinboro, PA
Joseph Oliver
Saint Louis, MO
Matthew Frate
Saint Louis, MO
Clay Jones
Saint Louis, MO
Matthew Lesko
Hunt Valley, MD
Mary Steele
Landrum, SC
Dane Lucero
Saint Louis, MO

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