Bradley
Rogers

Stifel, Nicolaus & Company, Inc

CRD#2584479
Investment Advisor
in Nashville, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bradley Rogers is a financial advisor working in Nashville, Tennessee who has 19 years of industry experience. Rogers is an employee of Stifel, Nicolaus & Company, Inc. They have been with Stifel, Nicolaus & Company, Inc for their entire career. Rogers maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to operate in Tennessee. Stifel, Nicolaus & Company, Inc is a financial advisory firm that has its headquarters in Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 employees. It controls $133 billion in assets under management across its 334,814 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 1,312 charitable organizations. Of its 334,814 accounts, 24% belong to high-net-worth clients who have more than $1 million in assets. Stifel, Nicolaus & Company, Inc provides a broad set 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. Fees charged by financial advisors usually are based on which service is offered. Fees charged by Stifel, Nicolaus & Company, Inc most likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

19 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

3102 West End Avenue Suite 700
Nashville, TN 37203

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

TN Average: 458
Total Number of Accounts

334,814

TN Average: 33,415
Average Account Size

$395,894

TN 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

Bradley Rogers Work History

Bradley has been registered as a financial advisor for 19 years.*

2004 - Present (20 years)

Stifel Nicolaus & Co Inc

*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 Bradley Rogers 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
Kathryn Peltz
Bismarck, ND
Christopher Daughtry
Wilmington, NC
Michael Lieberman
Florham Park, NJ
John Mchale
Atlanta, GA
Phil Harris
Wichita Falls, TX
Andrew Pagoulatos
Succasunna, NJ
Sara Kazarian
Hackensack, NJ

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started