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Financial ADVSR advisor directory · SEC adviser records

Stifel, Nicolaus & Company, Incorporated financial advisors in Walnut Creek, CA

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

The short answer

8 registered advisors work at Stifel, Nicolaus & Company, Incorporated in Walnut Creek, out of 3,111 at the firm nationwide; it ranks number 27 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.

Stifel, Nicolaus & Company, Incorporated advisors in Walnut Creek, 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 Walnut Creek

All Walnut Creek advisors →

Wells Fargo Clearing Services, LLC 128Morgan Stanley 100Merrill Lynch, Pierce, Fenner & Smith Incorporated 83UBS Financial Services Inc. 57Strategic Advisers LLC 40Ameriprise Financial Services, LLC 35J.P. Morgan Securities LLC 35LPL Financial LLC 30Destination Wealth Management 27Earned Wealth Advisors, LLC 27Charles Schwab & Co., Inc. 24MML Investors Services, LLC 23

Questions

How many financial advisors does Stifel, Nicolaus & Company, Incorporated have in Walnut Creek?

8 investment adviser representatives are registered at Stifel, Nicolaus & Company, Incorporated offices in Walnut Creek, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3,111 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

Is Stifel, Nicolaus & Company, Incorporated one of the largest advisor employers in Walnut Creek?

Stifel, Nicolaus & Company, Incorporated ranks number 27 in Walnut Creek by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 128.

How do I check a Stifel, Nicolaus & Company, Incorporated advisor in Walnut Creek?

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.