Gloria
Mondschein

Stifel, Nicolaus & Company, Inc

CRD#4452894
Investment Advisor
in Center Valley, PA

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About this Advisor

Gloria Mondschein is a financial advisor based in Center Valley, Pennsylvania, who has been in the industry for 10 years. Mondschein currently works for Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Morgan Stanley Smith Barney and Stifel Nicolaus & Co Inc. Mondschein has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania and Texas. Stifel, Nicolaus & Company, Inc is an advisory business operating out of Center Valley, Pennsylvania. The company has offices in 431 locations and a total of 6,153 financial advisors. It has $98 billion in assets under management across its 244,516 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 1,031 charities and foundations. Of its 244,516 customer accounts, 40% are held by high-net-worth investors who have greater than $1 million in assets. Stifel, Nicolaus & Company, Inc provides 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. A financial advisor's fee schedules usually are based on the type of services offered. However, fees billed by Stifel, Nicolaus & Company, Inc most likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

3701 Corporate Parkway Suite 110
Center Valley, PA 18034

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

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

6,153

PA Average: 458
Total Number of Accounts

244,516

PA Average: 33,415
Average Account Size

$399,512

PA Average: $343,232

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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

Gloria Mondschein Work History

Gloria has 10 years of experience.

2014 - Present (8 years)

Stifel Nicolaus & Co Inc

2010 - 2014 (4 years)

Morgan Stanley Smith Barney

Disclosures

Gloria Mondschein has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Golda Dimon
Port Huron, MI
Jonathan Peters
Greensboro, NC
Tucker Long
Chicago, IL
John Schmidt
Zionsville, IN
Joshua Wolverton
Oklahoma City, OK
Padraig Mcbrien
New York, NY
Beverly Avera
Valdosta, GA

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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