Devon
Schmidt

Stifel, Nicolaus & Company, Inc

CRD#6449434
Investment Advisor
in Bellevue, WA

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About this Advisor

Devon Schmidt is a financial advisor who lives in Bellevue, Washington. Currently an advisor at Stifel, Nicolaus & Company, Inc, Schmidt has 10 years of professional experience as a financial advisor. Schmidt maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Schmidt is able to work with investors in Washington. Their career trajectory has included roles at Morgan Stanley, Chapman University, Morgan Stanley Private Bank, National Association, Stifel Nicolaus & Co Inc, Uniqlo and Extended Travel. Stifel, Nicolaus & Company, Inc is headquartered in Bellevue, Washington, and has 431 brick-and-mortar locations across the nation. In aggregate, Stifel, Nicolaus & Company, Inc oversees $98 billion in assets throughout 244,516 accounts and retains more than 6,153 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 166,793 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 40% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Stifel, Nicolaus & Company, Inc can offer 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. The firm may charge clients 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

10400 Ne 4Th Street, Suite 2000
Bellevue, WA 98004

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

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

6,153

WA Average: 458
Total Number of Accounts

244,516

WA Average: 33,415
Average Account Size

$399,512

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

Devon Schmidt Work History

Devon has 10 years of experience.

2018 - Present (4 years)

Stifel Nicolaus & Co Inc

2017 - 2017 (< 1 year)

Uniqlo

2017 - 2017 (< 1 year)

Extended Travel

2015 - 2017 (2 years)

Morgan Stanley

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2010 - 2014 (4 years)

Chapman University

Disclosures

Devon Schmidt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
James Klingler
Montgomery, AL
Siara Montgomery
Saint Louis, MO
Tyler Connelly
New York, NY
Terrance Wilson
Kansas City, MO
Lori Stephenson
Port Huron, MI
Padraig Mcbrien
New York, NY
William O'Malley
Portsmouth, NH

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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