Sheri
Johnnie

Stifel, Nicolaus & Company, Inc

CRD#1967018
Investment Advisor
in Seattle, WA
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About this Advisor

Sheri Johnnie is a certified financial planner whose office is in Seattle, Washington. Currently an advisor at Stifel, Nicolaus & Company, Inc, they have accrued 10 years of practice in the financial advisory industry. Johnnie has Series 63 and Series 66 licenses, which qualify the advisor as a securities agent. Johnnie can advise customers in Washington. Johnnie has worked their entire career at Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is located in Seattle, Washington, and has 362 brick-and-mortar locations across the nation. As a company, Stifel, Nicolaus & Company, Inc oversees $72 billion in assets throughout 188,394 client accounts and retains more than 5,570 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 123,069 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Stifel, Nicolaus & Company, Inc provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

Two Union Square, 601 Union Street Suite 3701
Seattle, WA 98101

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$71,482,841,447

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

5,570

WA Average: 458
Total Number of Accounts

188,394

WA Average: 33,415
Average Account Size

$379,433

WA Average: $343,232

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Investment Advisory 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

Sheri Johnnie Work History

Sheri has 10 years of experience.

2008 - Present (11 years)

Stifel Nicolaus & Co Inc

Disclosures

Sheri Johnnie has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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