Elliott
Gilbert

Stifel, Nicolaus & Company, Inc

CRD#7240073
Investment Advisor
in Abilene, TX

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About this Advisor

Elliott Gilbert is a financial advisor based out of Abilene, Texas, who has been in the financial industry for 10 years. Gilbert works at Stifel, Nicolaus & Company, Inc. Over the course of their career, they have held roles at Stifel, Nicolaus & Company, Western Valuation And Consulting, Lone Star Electric, Budget Blinds and Winnelson Plumbing Supply. Gilbert maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Stifel, Nicolaus & Company, Inc is a registered investment company that has its headquarters in Abilene, Texas. The firm has offices in 434 locations and a total of 6,384 employees. It oversees $149 billion in assets under management among its 316,625 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 1,274 charitable organizations. Of its 316,625 customer accounts, 27% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm provides a number of services, such as 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 for financial advisory services largely depend on the services offered. However, fee types charged by Stifel, Nicolaus & Company, Inc likely include some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

500 Chestnut Street Suite 1300
Abilene, TX 79602

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

TX Average: 458
Total Number of Accounts

316,625

TX Average: 33,415
Average Account Size

$469,203

TX Average: $343,232

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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

Elliott Gilbert Work History

Elliott has 10 years of experience.

2020 - Present (2 years)

Stifel, Nicolaus & Company

2016 - 2020 (4 years)

Western Valuation And Consulting

2013 - 2016 (3 years)

Lone Star Electric

2013 - 2013 (< 1 year)

Budget Blinds

2012 - 2013 (1 year)

Winnelson Plumbing Supply

Disclosures

Elliott Gilbert has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Kyle Shaw
Saint Louis, MO
Alfredo Serrano
Barrington, IL
Kevin Walls
Wilmington, DE
Hovick Babajanian
Scottsdale, AZ
Johnathan Wilson
Roseville, CA
David Westerfeld
Bakersfield, CA
Chet Eisenmayer
Saint Louis, MO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and 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.

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