Stifel, Nicolaus & Company, Inc

Investment Advisor
in Bluffton, SC

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About this Advisor

Morgan Crutchley is a financial advisor who works in Bluffton, South Carolina with 5 years of industry experience. Crutchley is an advisor for Stifel, Nicolaus & Company, Inc. Crutchley has gained experience at Pro Spirits Holding Pte. LTD, Kpmg, Swep North America and Stifel Nicolaus & Company Inc. Crutchley holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in South Carolina and Texas. Stifel, Nicolaus & Company, Inc is a registered investment company operating out of Saint Louis, MO. The investment advisory business has offices in 459 locations and a total of 6,729 employees. It has $133 billion in assets under management between its 334,814 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 1,312 charitable organizations. Of its 334,814 client accounts, 24% belong to high-net-worth investors who have more than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc offers a number of services, including 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. Financial advisory fee schedules usually are based on which service is offered. Fee types billed by Stifel, Nicolaus & Company, Inc likely consist of some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

Office Location

1276 May River Road Suite 200
Bluffton, SC 29910

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management


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


SC Average: 458
Total Number of Accounts


SC Average: 33,415
Average Account Size


SC 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

Morgan Crutchley Work History

Morgan has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Stifel Nicolaus & Company Inc

2015 - 2017 (2 years)

Pro Spirits Holding Pte. LTD

2013 - 2015 (2 years)


2012 - 2013 (1 year)

Swep North America

*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.


Please visit the SEC profile of Morgan Crutchley 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
Michael Dammert
Covington, KY
Scott Englehardt
Atlanta, GA
Eleanor Jordan
Austin, TX
Cynthia Touchton
Clearwater, FL
Anthony Miller
Gainesville, GA
James Carps
Akron, OH
Nicole Hansen
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

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