Michael LoebensteinCRD 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.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|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|
Total Assets Under Management148,561MILLIONS
Total Number of Accounts316,625ACCOUNTS
Average Account Value$469,203
- 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)
- Educational seminars/workshops
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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