Michael Loebenstein, financial advisor New York NY

Michael Loebenstein

CRD Number: 311590
Current Firm: Stifel, Nicolaus & Company, Incorporated

Michael Loebenstein (CRD# 311590) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New York, NY and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated New York, NY Aug 2007 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Michael Loebenstein
Phone Number: 314-342-2000
Registered State(s):
  • CA
  • NY
By the Numbers
  • Total Assets Under Management
    148,561
    MILLIONS
  • Total Number of Accounts
    316,625
    ACCOUNTS
  • Average Account Value
    $469,203
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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