Samuel
Williams

Stifel, Nicolaus & Company, Inc

CRD#6401395
Investment Advisor
in Radford, VA

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About this Advisor

Samuel Williams is a certified financial planner working out of Radford, Virginia who has 5 years of industry experience. Williams is on the advisory team at Stifel, Nicolaus & Company, Inc. During their career, Williams has held roles at Enterra Capital, Statewide Remodeling, The Benefit Link, Stifel, School and Stifel Nicolaus & Co Inc. Williams has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas and Virginia. Stifel, Nicolaus & Company, Inc is a business headquartered in Saint Louis, MO. The investment advisory business has offices in 459 locations and a total of 6,729 financial advisors. It manages $133 billion in assets under management across its 334,814 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 1,312 charities and foundations. Of its 334,814 customer accounts, 24% are associated with high-net-worth clients who have more than $1 million in assets. Stifel, Nicolaus & Company, Inc provides 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 charged by financial advisors vary depending on the financial services. However, fees billed by Stifel, Nicolaus & Company, Inc likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

222 West Main Street
Radford, VA 24141

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

VA Average: 458
Total Number of Accounts

334,814

VA Average: 33,415
Average Account Size

$395,894

VA 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

Samuel Williams Work History

Samuel has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Stifel Nicolaus & Co Inc

2017 - 2017 (< 1 year)

Enterra Capital

2016 - 2017 (1 year)

Statewide Remodeling

2015 - 2016 (1 year)

The Benefit Link

2014 - 2014 (< 1 year)

Stifel

2014 - 2015 (1 year)

School

2006 - 2014 (8 years)

School

*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 Samuel Williams 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
Phil Harris
Wichita Falls, TX
Kyle Miller
Omaha, NE
Jeffery Burrus
Austin, TX
Edward Ferguson
Athens, GA
Jesse Wright
Sioux Falls, SD
Christopher Daughtry
Wilmington, NC
Howard Margolis
Southfield, MI

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.

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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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