Stifel, Nicolaus & Company, Inc
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
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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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.
Beauty Bay LLC
Devils Gulch Drinkery LLC
Wenatchee Valley College
Beau Bryant has no disclosures.
Please visit their SEC profile for more details.
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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 email@example.com.
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