Morgan
Crutchley
Stifel, Nicolaus & Company, Inc
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About this Advisor
Morgan Crutchley is a financial advisor based in Bluffton, South Carolina, working with Stifel, Nicolaus & Company, Inc. Morgan has previously held positions at Pro Spirits Holding Pte. LTD, KPMG, and Stifel Nicolaus & Company Inc. Morgan has passed the Series 66 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, Morgan is part of Stifel, Nicolaus & Company, Inc, which operates out of Bluffton, South Carolina. 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
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Stifel, Nicolaus & Company, Inc Brokerage Details
$149,248,936,163
6,534
348,524
$428,231
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
Stifel Nicolaus & Company Inc
Pro Spirits Holding Pte. LTD
Kpmg
Disclosures
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.
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