Stifel, Nicolaus & Company, Inc
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About this Advisor
Beau Bryant is a financial advisor who works in Wenatchee, Washington who has 3 years of industry experience. Bryant currently works for Stifel, Nicolaus & Company, Inc. During their career, Bryant has held roles at Stifel, Andreas Keller, Beauty Bay LLC and Devils Gulch Drinkery LLC. Bryant holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Washington. Stifel, Nicolaus & Company, Inc is an advisory firm based out of Saint Louis, MO. The firm has offices in 459 locations and a total of 6,729 people on staff. It controls $133 billion in assets under management between its 334,814 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 1,312 charitable organizations. Of its 334,814 client accounts, 24% are held by high-net-worth investors who have more than $1 million in assets available to invest. 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. Financial advisory fees typically are based on which services are offered. However, fee types charged by Stifel, Nicolaus & Company, Inc likely include some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
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Stifel, Nicolaus & Company, Inc Brokerage Details
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 been registered as a financial advisor for 3 years.*
Beauty Bay LLC
Devils Gulch Drinkery LLC
*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.
Please visit the SEC profile of Beau Bryant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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 firstname.lastname@example.org.
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