Scott WaeltzCRD Number: 5599447
Current Firm: Stifel, Nicolaus & Company, Incorporated
Scott Waeltz (CRD# 5599447) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Louis, MO and has over 7 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Stifel, Nicolaus & Company, Incorporated||St. Louis, MO||Sep 2008 - Current||9|
|Walgreens||St. Louis, MO||Feb 2008 - Sep 2008||< 1|
|Walgreens||Belleville, IL||May 2007 - Feb 2008||< 1|
|Southern Illinois University||Carbondale, IL||Jan 2006 - Dec 2007||1|
|Doug White Hardwoods||Marissa, IL||Jun 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
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