Beau
Bryant

Stifel, Nicolaus & Company, Inc

CRD#6925936
Investment Advisor
in Wenatchee, WA

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About this Advisor

Beau Bryant is a financial advisor who works out of Wenatchee, Washington, who has been in the advisory business for 10 years. Bryant is currently employed by Stifel, Nicolaus & Company, Inc. Throughout their career, Bryant has worked at Stifel, Andreas Keller, Beauty Bay LLC, Devils Gulch Drinkery LLC and Wenatchee Valley College. Bryant holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Washington. Stifel, Nicolaus & Company, Inc is a financial advisory business based in Wenatchee, Washington. The firm has offices in 434 locations and a total of 6,384 financial advisors. It handles $149 billion in assets across its 316,625 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 1,274 charities and foundations. Of its 316,625 customer accounts, 27% are held by high-net-worth individuals who have at least $1 million in investable assets. Stifel, Nicolaus & Company, Inc provides a wide array 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 are based on which services the firm provides the client. However, fees charged by Stifel, Nicolaus & Company, Inc most likely consist of any 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

One Fifth Street Suite 300
Wenatchee, WA 98801

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

WA Average: 458
Total Number of Accounts

316,625

WA Average: 33,415
Average Account Size

$469,203

WA 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

Beau Bryant Work History

Beau has 10 years of experience.

2018 - Present (4 years)

Stifel

2016 - 2016 (< 1 year)

Beauty Bay LLC

2014 - 2015 (1 year)

Devils Gulch Drinkery LLC

2013 - 2018 (5 years)

Andreas Keller

2012 - 2012 (< 1 year)

Wenatchee Valley College

Disclosures

Beau Bryant has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Michael Beck
Saint Louis, MO
Jennifer Miller
Pensacola, FL
Joshua Williams
Lagrange, GA
David Westerfeld
Bakersfield, CA
Laura Fryhover
Frisco, TX
Scott Duff
San Francisco, CA
Bryan Sachan
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.

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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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