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 who works out of Pittsburgh, Pennsylvania, who has been in the financial industry for 10 years. Touscany is an employee of Stifel, Nicolaus & Company, Inc. They have spent their whole career at Stifel, Nicolaus & Company, Inc. Touscany has a Series 63 license, certifying them as a securities broker, and is approved to serve investors in Pennsylvania and Texas. Stifel, Nicolaus & Company, Inc is a registered investment business that has its headquarters in Pittsburgh, Pennsylvania. The company has offices in 434 locations and a total of 6,384 advisors. It administers $149 billion in assets between its 316,625 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 1,274 charities and foundations. Of its 316,625 client accounts, 27% are associated with high-net-worth clients who have more than $1 million in investable assets. The business has a diverse set 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. Fees for financial management vary depending on the financial services. However, fees billed by Stifel, Nicolaus & Company, Inc can be comprised of some combination 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, Educational seminars/workshops

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

$148,561,390,277

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

6,384

PA Average: 458
Total Number of Accounts

316,625

PA Average: 33,415
Average Account Size

$469,203

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

Michael Touscany Work History

Michael has 10 years of experience.

2012 - Present (10 years)

Stifel Nicolaus & Co Inc

Disclosures

Michael Touscany has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Gary Phelps
Barrington, IL
Daniel Long
Sarasota, FL
James Fellhauer
Abilene, TX
Joseph Dolan
Garden City, NY
Alan Wolman
Center Valley, PA
Kelsey Feeley
Washington, DC
Sean Dean
Boston, MA

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 profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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

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