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Stifel, Nicolaus & Company, Incorporated financial advisors in Newport Beach, CA
Every SEC-registered investment adviser representative at a Stifel, Nicolaus & Company, Incorporated office in Newport Beach, A to Z.
The short answer
38 registered advisors work at Stifel, Nicolaus & Company, Incorporated in Newport Beach, out of 3,109 at the firm nationwide; it ranks number 12 in the city by advisors. 7 list the CFP designation and 38 are also registered broker representatives.
Stifel, Nicolaus & Company, Incorporated advisors in Newport Beach, A to Z
Every Stifel, Nicolaus & Company, Incorporated advisor →- Ashlee L. AshlockAlso a broker rep
- Howard AshlockCertified Financial Planner · Also a broker rep
- Judd AzoulayAlso a broker rep
- Michael A. BasAlso a broker rep
- Gina BerryAlso a broker rep
- Jeffrey D. BolwellAlso a broker rep
- Taylor E. BrowmanAlso a broker rep
- Madeline R. DeisnerAlso a broker rep
- Amy K. DosierAlso a broker rep
- Patrick M. DyasAlso a broker rep
- Owen DybelAlso a broker rep
- Anna M. HauckAlso a broker rep
- David W. HollerAlso a broker rep
- Rachel E. HughesAlso a broker rep
- Kathy L. JimenoAlso a broker rep
- Kristi L. JundAlso a broker rep
- Anitra J. KalagianAlso a broker rep
- Jeffrey B. LevineAlso a broker rep
- Lucas LounelloAlso a broker rep
- Kerry J. ManganoAlso a broker rep
- Monica S. MartiAlso a broker rep
- Chase B. MetcalfAlso a broker rep
- Timothy C. MetcalfAlso a broker rep
- Chase A. NishidaCertified Financial Planner · Also a broker rep
- Lee C. O'RourkeAlso a broker rep
- Cody J. PaningsoroCertified Financial Planner · Also a broker rep
- Justin K. PorrettCertified Financial Planner · Also a broker rep
- Michael A. ReimerAlso a broker rep
- Nicole E. RoachCertified Financial Planner · Also a broker rep
- Kevin C. RuttenAlso a broker rep
- Michelle P. ScarcelliAlso a broker rep
- Marie H. SteinmanCertified Financial Planner · Also a broker rep
- Robert M. TomlinsonAlso a broker rep
- John C. VernonAlso a broker rep
- John M. VernonAlso a broker rep
- Robert W. VoorheesCertified Financial Planner · Also a broker rep
- Tyler M. WeaverAlso a broker rep
- Annie YangAlso a broker rep
Stifel, Nicolaus & Company, Incorporated advisors in every city and state →Stifel, Nicolaus & Company, Incorporated: assets, clients and custodians →Stifel news and advisor moves →Stifel, Nicolaus & Company, Incorporated payout grid vs. other firms →Advisor Moves: who changed firms this week →
Stifel, Nicolaus & Company, Incorporated advisors in other cities
St. Louis, MO 196New York, NY 122Frontenac, MO 51Garden City, NY 45Indianapolis, IN 45Clayton, MO 43Dallas, TX 40Chicago, IL 35Morristown, NJ 35San Francisco, CA 34Birmingham, AL 30Boston, MA 27Canfield, OH 26Houston, TX 26Bellevue, WA 25
Other firms in Newport Beach
All Newport Beach advisors →Beacon Pointe Advisors, LLC 202Merrill Lynch, Pierce, Fenner & Smith Incorporated 190Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 82UBS Financial Services Inc. 78LPL Financial LLC 64J.P. Morgan Securities LLC 60Wells Fargo Clearing Services, LLC 58Creative Planning Institutional Advisors, LLC 48Charles Schwab & Co., Inc. 40Cetera Investment Advisers LLC 39MML Investors Services, LLC 33
Questions
How many financial advisors does Stifel, Nicolaus & Company, Incorporated have in Newport Beach?
38 investment adviser representatives are registered at Stifel, Nicolaus & Company, Incorporated offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3,109 nationwide. 7 list the CFP designation and 38 are also registered as broker representatives.
Is Stifel, Nicolaus & Company, Incorporated one of the largest advisor employers in Newport Beach?
Stifel, Nicolaus & Company, Incorporated ranks number 12 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 202.
How do I check a Stifel, Nicolaus & Company, Incorporated advisor in Newport Beach?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Stifel, Nicolaus & Company, Incorporated office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.