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Financial ADVSR advisor directory · SEC adviser records

Stifel, Nicolaus & Company, Incorporated financial advisors in San Rafael, CA

Every SEC-registered investment adviser representative at a Stifel, Nicolaus & Company, Incorporated office in San Rafael, A to Z.

The short answer

8 registered advisors work at Stifel, Nicolaus & Company, Incorporated in San Rafael, out of 3,111 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.

Stifel, Nicolaus & Company, Incorporated advisors in San Rafael, A to Z

Every Stifel, Nicolaus & Company, Incorporated advisor →

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 198New York, NY 128Frontenac, MO 51Garden City, NY 48Indianapolis, IN 44Clayton, MO 43Dallas, TX 41Chicago, IL 38Newport Beach, CA 37Morristown, NJ 36San Francisco, CA 36Birmingham, AL 30Bellevue, WA 28Boston, MA 28Houston, TX 27

Other firms in San Rafael

All San Rafael advisors →

Global Retirement Partners LLC 181Morgan Stanley 32Wealthspire Advisors 14Stonebridge Financial Group 12LPL Financial LLC 9Raymond James & Associates, Inc. 7Ameriprise Financial Services, LLC 6Meritas Wealth Management, LLC 6O'Donnell Financial Services, LLC 6The Putney Financial Group LLC 6McClurg Capital Corporation 5Westhill Financial Advisors, Inc. 5

Questions

How many financial advisors does Stifel, Nicolaus & Company, Incorporated have in San Rafael?

8 investment adviser representatives are registered at Stifel, Nicolaus & Company, Incorporated offices in San Rafael, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3,111 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.

Is Stifel, Nicolaus & Company, Incorporated one of the largest advisor employers in San Rafael?

Stifel, Nicolaus & Company, Incorporated ranks number 6 in San Rafael by registered advisors; Global Retirement Partners LLC has the most, with 181.

How do I check a Stifel, Nicolaus & Company, Incorporated advisor in San Rafael?

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.