Nicholas
Cheek

Stifel, Nicolaus & Company, Inc

CRD#7730942
Investment Advisor
in Hartsville, SC

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About this Advisor

Nicholas Cheek is a financial advisor based in Hartsville, South Carolina, working with Stifel, Nicolaus & Company, Inc. Nicholas has previously held positions at Presbyterian Communities Of South Carolina, Goodwill Presbyterian Church, First Presbyterian Church, Woods Memorial Presbyterian Church, and Stifel, Nicolaus & Company, Inc. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, Nicholas is part of Stifel, Nicolaus & Company, Inc, which operates out of Hartsville, 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

Series 66

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

242 West Carolina Avenue
Hartsville, SC 29550

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

SC Average: 458
Total Number of Accounts

348,524

SC Average: 33,415
Average Account Size

$428,231

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

Nicholas Cheek Work History

2023 - Present (1 year)

Stifel, Nicolaus & Company, Inc

2022 - Present (2 years)

Goodwill Presbyterian Church

2022 - 2023 (1 year)

Presbyterian Communities Of South Carolina

2021 - 2021 (< 1 year)

N/A

2016 - 2021 (5 years)

First Presbyterian Church

2013 - 2016 (3 years)

Woods Memorial Presbyterian Church

Disclosures

Please visit the SEC profile of Nicholas Cheek 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
Lewis Lamberth
Auburn, AL
Eduardo Delgado
Miami, FL
Robert Price
Center Valley, PA
Adrian Majlis
New York, NY
Justin Carr
Saint Louis, MO
Michele Behling
Cincinnati, OH
Paul Laurell
Harwich, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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