Marcus Causey, financial advisor Tuscaloosa AL

Marcus Causey

CRD Number: 4410592
Current Firm: Stifel, Nicolaus & Company, Incorporated

Marcus Causey (CRD# 4410592) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Tuscaloosa, AL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Tuscaloosa, AL Oct 2015 - Current 8
Bank Of America, Na Tuscaloosa, AL Dec 2009 - Sep 2015 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Tuscaloosa, AL Jul 2008 - Sep 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2001
Contact Info for Marcus A. Causey
Phone Number: 314-342-2000
Firm Website: http://www.sydwalker.com
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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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