Stifel, Nicolaus & Company, Inc
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About this Advisor
Ann Connolly is a certified financial planner in Austin, Texas. Currently a registered advisor at Stifel, Nicolaus & Company, Inc, Connolly has 14 years of work experience. Connolly holds a Series 63 license, which certifies the advisor as a securities broker. Connolly can work with customers in Texas. During their career, the advisor has held roles at Stifel Nicolaus & Co Inc, Raymond James & Associates, Inc and Morgan Keegan & Company, Inc. Stifel, Nicolaus & Company, Inc is based out of Austin, Texas, and operates out of 362 locations throughout the nation. As a company, Stifel, Nicolaus & Company, Inc oversees $72 billion in assets throughout 188,394 accounts and retains more than 5,570 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 123,069 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Stifel, Nicolaus & Company, Inc can offer portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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Investment Advisory 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
Ann Connolly Work History
Ann has 14 years of experience.
Stifel Nicolaus & Co Inc
Raymond James & Associates, Inc
Morgan Keegan & Company, Inc
Ann Connolly has no disclosures.
Please visit their SEC profile for more details.