Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLC (CRD# 28218) is a financial advisory firm headquartered in Saint Louis, MO. They manage $3,556,518,775 in 9,973 accounts and serve the financial needs of clients across 49 states (or territories).
-
Total Assets Under Management3,557MILLION
-
Total Number of Accounts9,973ACCOUNTS
-
Average Account Value$356,615
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
Shelley Strobel-Erhardt (CRD# 2860506) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Saint Louis, MO and has over 11 years of experience in the finance industry.
James Tate (CRD# 1849522) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Venice, FL and has over 35 years of experience in the finance industry.
James Tate (CRD# 6529153) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Venice, FL and has over 7 years of experience in the finance industry.
Kelley Tate (CRD# 1982878) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Venice, FL and has over 10 years of experience in the finance industry.
Frank Tenuta (CRD# 2009300) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Milwaukee, WI and has over 34 years of experience in the finance industry.
Shelby Terrill (CRD# 5467794) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Hannibal, MO and has over 16 years of experience in the finance industry.
Bernard Tessitore (CRD# 1918607) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in New Orleans, LA and has over 29 years of experience in the finance industry.
James Thornton (CRD# 2634204) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Wilmington, NC and has over 28 years of experience in the finance industry.
Jamie Tomlin (CRD# 2672373) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Saint Petersburg, FL and has over 28 years of experience in the finance industry.
Raffi Tutuyan (CRD# 2949904) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Woodland Hills, CA and has over 22 years of experience in the finance industry.