Eli
Rebich

Stifel Independent Advisors, LLC

CRD#2042409
Investment Advisor
in Edinboro, PA

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About this Advisor

Eli Rebich is a financial advisor operating in Edinboro, Pennsylvania with 1 year of relevant experience. Rebich is an employee of Stifel Independent Advisors, LLC. Over the course of their career, Rebich has held roles at Wells Fargo Advisors Financial Network LLC, Ameriprise Financial Services Inc and Stifel Independent Advisors LLC. Rebich has Series 63 and Series 66 licenses, designating them as a securities representative, and can advise clients in Pennsylvania and Texas. Stifel Independent Advisors, LLC is a financial advisory company that has its headquarters in Saint Louis, MO. The investment advisory business has offices in 76 locations and a total of 166 advisors. It oversees $3 billion in assets across its 8,262 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 15 charities and foundations. Of its 8,262 client accounts, 21% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a broad range of services, including 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. Financial advisory fee schedules largely are based on which services the firm provides the client. However, fee types billed by Stifel Independent Advisors, LLC most likely are comprised of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

$2,515,042,848

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

166

PA Average: 458
Total Number of Accounts

8,262

PA Average: 33,415
Average Account Size

$304,411

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

Eli Rebich Work History

Eli has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Stifel Independent Advisors LLC

2017 - 2022 (5 years)

Ameriprise Financial Services Inc

2009 - 2017 (8 years)

Wells Fargo Advisors Financial Network LLC

*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 Eli 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

John Boyle
Landrum, SC
Cynthia Boyle
Landrum, SC
Mary Steele
Landrum, SC
Rakesh Patel
Pasadena, CA
Matthew Schroeder
Saint Louis, MO
Perris Kaufman
Woodland Hills, CA
Aaron Lucero
Saint Louis, MO

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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