Eric EstelleCRD Number: 5954827
Current Firm: Stifel, Nicolaus & Company, Incorporated
Eric Estelle (CRD# 5954827) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Louis, MO and has over 6 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Stifel Nicolaus & Co Inc.||St. Louis, MO||Jan 2013 - Current||5|
|Wells Fargo Advisors||St. Louis, MO||Jan 2012 - Jan 2013||1|
|Edward Jones||Saint Louis, MO||Jul 2011 - Nov 2011||< 1|
|Clark Landscaping||Rustburg, VA||Jun 2009 - Jul 2011||2|
|The Brickman Group||O'fallon, MS||May 2006 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- 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)
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