Robert
Burns
Stifel, Nicolaus & Company, Inc
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About this Advisor
Robert Burns is a certified financial planner based in Mission Viejo, California with 15 years of industry experience. Burns is currently employed by Stifel, Nicolaus & Company, Inc. They have been an employee of Stifel, Nicolaus & Company, Inc for all of their career. Burns has a Series 63 license, designating them as a securities representative, and can work in California and Texas. Stifel, Nicolaus & Company, Inc is an advisory business operating out of Saint Louis, MO. The investment advisory business has offices in 459 locations and a total of 6,729 people on staff. It handles $133 billion in assets across its 334,814 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 1,312 charities and foundations. Of its 334,814 accounts, 24% are held by high-net-worth clients who have more than $1 million in assets. The firm performs a diverse range 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 fee schedules usually vary depending on which service is offered. However, fees charged by Stifel, Nicolaus & Company, Inc most likely include some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$132,550,931,898
6,729
334,814
$395,894
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
Robert Burns Work History
Robert has been registered as a financial advisor for 15 years.*
Stifel Nicolaus & Co Inc
*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.
Disclosures
Please visit the SEC profile of Robert Burns 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 profile-compliance@smartasset.com.
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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.
