Kyle Marcolla, financial advisor Chillicothe MO
93 score

Kyle Marcolla

CRD Number: 5555166
Current Firm: Stifel, Nicolaus & Company, Incorporated

Kyle Marcolla (CRD# 5555166) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chillicothe, MO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Chillicothe, MO Dec 2011 - Current 5
Merrill Lynch Chillicothe, MO Jul 2008 - Dec 2011 3
Univ. Of Missouri Columbia, MO Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Kyle Marcolla
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • MO
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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