Louis
Saltarelli
Stifel, Nicolaus & Company, Inc
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About this Advisor
Louis Saltarelli is a financial advisor who works in Conshohocken, Pennsylvania with a total of 14 years of relevant experience. Saltarelli currently works for Stifel, Nicolaus & Company, Inc. They have spent their complete time as a financial advisor at Stifel, Nicolaus & Company, Inc. Saltarelli has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Stifel, Nicolaus & Company, Inc is a company that has its headquarters in Saint Louis, MO. It has offices in 459 locations and a total of 6,729 employees. It oversees $133 billion in assets under management between its 334,814 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 1,312 charitable organizations. Of its 334,814 client accounts, 24% belong to high-net-worth clients who have more than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc performs a number of services, including 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. Financial management fee schedules typically vary depending on which services are offered. Fees billed by Stifel, Nicolaus & Company, Inc most likely are comprised of some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$132,550,931,898
6,729
334,814
$395,894
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
Louis Saltarelli Work History
Louis has been registered as a financial advisor for 14 years.*
Stifel Nicolaus & Co Inc
*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 Louis Saltarelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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