Melissa Gilson, financial advisor Daytona Beach FL
93 score

Melissa Gilson

CRD Number: 1457434
Current Firm: Stifel, Nicolaus & Company, Incorporated

Melissa Gilson (CRD# 1457434) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Daytona Beach, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Daytona Beach, FL Aug 2009 - Current 7
Ubs Financial Services Inc. Daytona Beach, FL Sep 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
Contact Info for Melissa A. Gilson
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • FL
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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