Karen Biolsi, financial advisor Garden City NY
87 score

Karen Biolsi

CRD Number: 1071676
Current Firm: Stifel, Nicolaus & Company, Incorporated

Karen Biolsi (CRD# 1071676) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Garden City, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Oyster Bay, NY Apr 2009 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck, NY May 1980 - Apr 2009 28

Karen Biolsi has no recent exams reported.
Contact Info for Karen M. Biolsi
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • CT
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
87
Clean Record
This advisor has a clean track record with regulators.

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