Michael
Touscany

Stifel, Nicolaus & Company, Inc

CRD#2115465
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Michael Touscany is a certified financial planner based out of Pittsburgh, Pennsylvania, who has been in the industry for 10 years. Touscany currently works for Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Stifel Nicolaus & Co Inc. Touscany holds a Series 63 license, designating them as a securities representative, and is registered to work in Pennsylvania and Texas. Stifel, Nicolaus & Company, Inc is a firm operating out of Pittsburgh, Pennsylvania. It has offices in 362 locations and a total of 5,570 financial advisors. It handles $72 billion in assets under management across its 188,394 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 852 charities and foundations. Of its 188,394 accounts, 24% are held by high-net-worth clients who have at least $1 million in investable assets. The company offers a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Stifel, Nicolaus & Company, Inc can be comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

Foster Plaza 7 661 Andersen Dr. 310
Pittsburgh, PA 15220

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$74,649,055,670

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

5,746

PA Average: 458
Total Number of Accounts

216,315

PA Average: 33,415
Average Account Size

$345,094

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

Michael Touscany Work History

Michael has 10 years of experience.

2012 - Present (7 years)

Stifel Nicolaus & Co Inc

2009 - 2012 (3 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Michael Touscany has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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