Peter
Seppi
Stifel, Nicolaus & Company, Inc
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About this Advisor
Peter Seppi is a financial advisor working out of Pittsburgh, Pennsylvania with a total of 16 years of industry experience. Seppi is on the advisory team at Stifel, Nicolaus & Company, Inc. They have spent their complete time as a financial advisor at Stifel, Nicolaus & Company, Inc. Seppi maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory firm based in Saint Louis, MO. The investment advisory business has offices in 459 locations and a total of 6,729 employees. It handles $133 billion in total assets across its 334,814 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 1,312 charities and foundations. Of its 334,814 accounts, 24% are held by high-net-worth individuals who have at least $1 million in assets. The firm has a diverse assortment 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 fees vary depending on which services the firm provides the client. However, fee types charged by Stifel, Nicolaus & Company, Inc most likely are comprised 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
Peter Seppi Work History
Peter has been registered as a financial advisor for 16 years.*
Stifel, Nicolaus & Company, 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 Peter Seppi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
Covington, KY
Atlanta, GA
Austin, TX
Clearwater, FL
Gainesville, GA
Akron, OH
Bellevue, WA
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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