Rosemary GebhardtCRD Number: 1284007
Current Firm: Stifel, Nicolaus & Company, Incorporated
Rosemary Gebhardt (CRD# 1284007) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has over 10 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Stifel Nicolaus & Co Inc.||Rochester, NY||Jul 2016 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith||Rochester, NY||May 2007 - Jul 2016||9|
|Banc Of America Investment Services, Inc.||Rochester, NY||Oct 2004 - May 2007||2|
|Bank Of America, N.a.||Rochester, NY||Oct 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)