Lawrence
Reitars

Stifel Independent Advisors, LLC

CRD#3226121
Investment Advisor
in Center Valley, PA

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About this Advisor

Lawrence Reitars is a financial advisor who works out of Center Valley, Pennsylvania, with a total of 13 years of financial industry experience. Reitars is an employee of Stifel Independent Advisors, LLC. They have worked at Stifel Independent Advisors, Llc for the entirety of their career. Reitars holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Stifel Independent Advisors, LLC is a registered investment company headquartered in Center Valley, Pennsylvania. The company has offices in 72 locations and a total of 110 employees. It manages $2 billion in total assets between its 3,771 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 3,771 customer accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Stifel Independent Advisors, LLC performs a number of services, such as 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. Fees for financial advisory services largely are based on the services. Fees charged by Stifel Independent Advisors, LLC likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

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

Disclosures

No

Office Location

4965 Drummond Circle
Center Valley, PA 18034

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Stifel Independent Advisors, LLC Brokerage Details

Total Assets Under Management

$1,560,825,363

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

110

PA Average: 458
Total Number of Accounts

3,771

PA Average: 33,415
Average Account Size

$413,902

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 businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Lawrence Reitars Work History

Lawrence has 13 years of experience.

2009 - Present (13 years)

Century Securities

Disclosures

Lawrence Reitars has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel Independent Advisors, LLC

Shelley Strobel-Erhardt
Saint Louis, MO
Mary Steele
Landrum, SC
Scott Latshaw
Saint Louis, MO
Michael Sirianni
Saint Louis, MO
Matthew Wischmeier
O Fallon, IL
Jonathan Daniels
O Fallon, IL
Shelby Terrill
Hannibal, MO
Christopher Howard
O Fallon, IL

The content in this profile was updated by SmartAsset on 04/01/2022 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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