Howard Halpern, financial advisor Bethlehem PA
93 score

Howard Halpern

CRD Number: 1852258
Current Firm: Stifel, Nicolaus & Company, Incorporated

Howard Halpern (CRD# 1852258) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bethlehem, PA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Bethlehem, PA Oct 2012 - Current 4
Morgan Stanley Smith Barney Easton, PA Jun 2009 - Oct 2012 3
Citigroup Global Markets Inc. Easton, PA Jul 1993 - Jun 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Sep 1992
Contact Info for Howard Halpern
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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