Robert
Ratcliff

Stifel, Nicolaus & Company, Inc

CRD#1888152
Investment Advisor
in Denton, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Robert Ratcliff is a financial advisor based out of Denton, Texas, with 10 years of work experience. Ratcliff works at Stifel, Nicolaus & Company, Inc. They have spent their complete employment at Stifel, Nicolaus & Company, Inc. Ratcliff maintains a Series 63 license, designating them as a securities broker, and is registered to advise clients in Texas. Stifel, Nicolaus & Company, Inc is a company operating out of Denton, Texas. It has offices in 431 locations and a total of 6,153 employees. It oversees $98 billion in assets among its 244,516 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 1,031 charities and foundations. Of its 244,516 customer accounts, 40% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm has a number 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 for financial management are based on which services the firm provides the client. Fee types charged by Stifel, Nicolaus & Company, Inc can include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63

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

Yes

Office Location

320 West Eagle Drive Suite 101
Denton, TX 76201

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

$97,687,069,900

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

6,153

TX Average: 458
Total Number of Accounts

244,516

TX Average: 33,415
Average Account Size

$399,512

TX Average: $343,232

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

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

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

Robert Ratcliff Work History

Robert has 10 years of experience.

2010 - Present (11 years)

Stifel Nicolaus & Co Inc

Disclosures

Robert Ratcliff has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
David Weiner
West Harrison, NY
Robert Ungerer
Hauppauge, NY
John Schmidt
Zionsville, IN
Christopher Hurst
Roseville, CA
Thomas Eisenstadt
Westlake Village, CA
Robert Sperber
Miami, FL
Robert Seibels
Montgomery, AL

This content was compiled from the SEC and FINRA.

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

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