Robert BeckerCRD Number: 4425858
Current Firm: Stifel, Nicolaus & Company, Incorporated
Robert Becker (CRD# 4425858) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New York, NY and has 1 year 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||Nov 2021 - Current||< 1|
|Corelogic||Irvine, CA||Jul 2016 - Nov 2021||5|
|Thomson Financial||New York, NY||Feb 2006 - Jul 2016||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
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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