Christopher Newey, financial advisor Grass Valley CA
93 score

Christopher Newey

CRD Number: 5422153
Current Firm: Stifel, Nicolaus & Company, Incorporated

Christopher Newey (CRD# 5422153) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Grass Valley, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Grass Valley, CA Jan 2010 - Current 6
Aig Sunamerica Woodland Hills, CA Sep 2007 - Jan 2010 2
Aig Sunamerica Capital Services, Inc. Woodland Hills, CA Sep 2007 - Jan 2010 2
View Masters Sacramento, CA Jul 2002 - Sep 2007 5
California State University Sacramento Sacramento, CA Sep 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S66 NASAA Uniform Combined State Law Examination Feb 2010
Contact Info for Christopher G. Newey
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • CA
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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