Steven
Bullard
Stifel, Nicolaus & Company, Inc
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About this Advisor
Steven Bullard is a financial advisor who works out of Conshohocken, Pennsylvania with a total of 2 years of industry experience. Bullard is currently employed by Stifel, Nicolaus & Company, Inc. Over the course of their career, they have held roles at Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A and Stifel Nicolaus & Co Inc. Bullard maintains a Series 63 license, which qualifies them as a securities broker, and can serve investors in Pennsylvania. Stifel, Nicolaus & Company, Inc is an advisory company that has its headquarters in Saint Louis, MO. The firm has offices in 459 locations and a total of 6,729 employees. It manages $133 billion in assets among its 334,814 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 1,312 charitable organizations. Of its 334,814 customer accounts, 24% are held by high-net-worth clients who have greater than $1 million in assets. The firm provides a broad array 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 charged by financial advisors usually are based on the type of financial services offered. Fees charged by Stifel, Nicolaus & Company, Inc can include some blend 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
Steven Bullard Work History
Steven has been registered as a financial advisor for 2 years.*
Stifel Nicolaus & Co Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Morgan Stanley Smith Barney
*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 Steven Bullard 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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