Be advised. This firm is no longer registered.

Sterne Agee Investment Advisor Services, Inc.

Sterne Agee Investment Advisor Services, Inc. (CRD# 7365) is a financial advisory firm headquartered in Youngstown, OH. They manage $462,336,597 in 3,594 accounts and serve the financial needs of clients across 43 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    462
    MILLION
  • Total Number of Accounts
    3,594
    ACCOUNTS
  • Average Account Value
    $128,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV

Financial Advisors at Sterne Agee Investment Advisor Services, Inc.
No Advisor Found.
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