Robert
Bainey

Stifel, Nicolaus & Company, Inc

CRD#2787819
Investment Advisor
in Altoona, PA

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About this Advisor

Robert Bainey is a financial advisor based in Altoona, Pennsylvania, working with Stifel, Nicolaus & Company, Inc. Robert has previously held positions at RBC Capital Markets Corporation and Stifel Nicolaus & Co Inc. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Robert is part of Stifel, Nicolaus & Company, Inc, which operates out of Altoona, Pennsylvania. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

Office Location

180 Charlotte Drive Suite 100
Altoona, PA 16601

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

PA Average: 458
Total Number of Accounts

348,524

PA Average: 33,415
Average Account Size

$428,231

PA Average: $343,232

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

Robert Bainey Work History

2016 - Present (8 years)

Stifel Nicolaus & Co Inc

2009 - 2016 (7 years)

Rbc Capital Markets Corporation

Disclosures

Please visit the SEC profile of Robert Bainey 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

John Thomas
Saint Louis, MO
Olivia Geiger
Grand Rapids, MI
Kaitlyn Jackson
Savannah, GA
Jake Mcguire
Garden City, NY
Patrick Coleman
New York, NY
Daniel Westfield
Garden City, NY
Matthew Verduzco
Saint Louis, MO
Nathaniel Kane
Saint Louis, MO

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