Beau
Bryant
Stifel, Nicolaus & Company, Inc
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
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
Services Offered
Fee Structure
Disclosures
Office Location
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
$148,561,390,277
6,384
316,625
$469,203
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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.
Stifel
Beauty Bay LLC
Devils Gulch Drinkery LLC
Andreas Keller
Wenatchee Valley College
Disclosures
Beau Bryant has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
Kalispell, MT
Boise, ID
Saint Louis, MO
Colorado Springs, CO
Saint Louis, MO
Fort Myers, FL
Washington, DC
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.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.