Ranjeet Rai, financial advisor Lake Forest IL

Ranjeet Rai

CRD Number: 3104220
Current Firm: Stifel, Nicolaus & Company, Incorporated

Ranjeet Rai (CRD# 3104220) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Forest, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Lake Forest, IL Jun 2019 - Current 2
School Districts 30, 31, 34 Glenview, IL Mar 2018 - May 2019 1
Ymca Northbrook, IL Jun 2018 - Aug 2018 < 1
Unemployed Glenview, IL Oct 2017 - Mar 2018 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows, IL Jul 2016 - Oct 2017 1
Bank Of America, N.a. Rolling Meadows, IL Jul 2016 - Oct 2017 1
Foreside Fund Services, LLC Chicago, IL Jan 2016 - Jul 2016 < 1
Cedar Capital, LLC Chicago, IL Dec 2015 - Jul 2016 < 1
Foreside Fund Services, LLC Chicago, IL Oct 2014 - Nov 2015 1
Cedar Capital, LLC Chicago, IL Jul 2013 - Nov 2015 2
Good Harbor Financial, LLC Chicago, IL Jul 2013 - Dec 2014 1
Northern Lights Distributors, LLC Omaha, NE Oct 2013 - Oct 2014 1
The Cary Company Addison, IL Apr 2010 - Jul 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for Ranjeet Rai
Phone Number: 314-342-2000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    117,820
    MILLIONS
  • Total Number of Accounts
    279,563
    ACCOUNTS
  • Average Account Value
    $421,444
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)
  • Educational seminars/workshops
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, WY

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