Paul Conboy, financial advisor Saint Louis MO
68 score

Paul Conboy

CRD Number: 5571986
Current Firm: Stifel, Nicolaus & Company, Incorporated

Paul Conboy (CRD# 5571986) 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.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. St. Louis, MO Dec 2017 - Current < 1
Edward Jones St Louis, MO Mar 2016 - Oct 2017 1
Wells Fargo Advisors, LLC St. Louis, MO Aug 2010 - Mar 2016 5
Manpower/wells Fargo Advisors St. Louis, MO Aug 2009 - Aug 2010 1
Strait-flex International O'fallon, MO Jun 2006 - Sep 2009 3
Stifel Nicolaus & Co Inc. St. Louis, MO Jul 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
S63 Uniform Securities State Law Examination Apr 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Paul Conboy
Phone Number: 314-342-2000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    53,887
    MILLIONS
  • Total Number of Accounts
    141,170
    ACCOUNTS
  • Average Account Value
    $381,719
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
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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BADGES
68

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