Michael Kalloz, financial advisor York PA
93 score

Michael Kalloz

CRD Number: 5475067
Current Firm: Stifel, Nicolaus & Company, Incorporated

Michael Kalloz (CRD# 5475067) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in York, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. York, PA Oct 2013 - Current 3
Bank Of America, Na York, PA Jul 2010 - Oct 2013 3
Merrill Lynch York, PA Mar 2010 - Jul 2010 < 1
Wachovia Securities, LLC Philadelphia, PA Mar 2008 - Mar 2010 2
Wachovia Bank Lancaster, PA Dec 2007 - Mar 2010 2
Countrywide Home Loans New Castle, DE Jul 2007 - Dec 2007 < 1
Unemployed Philadelphia, PA May 2007 - Jul 2007 < 1
Champion Mortgage Marlton, NJ Aug 2004 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Michael A. Kalloz
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • CT
  • PA
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
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)
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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