Stifel
Stock And Bond Brokers
Why pick this one
Stifel offers full-service brokerage and investment banking established in 1890, with advisors across 400 U.S. branches and integrated Wealth Tracker tools.
Best for
- individuals and families seeking retirement planning
- clients wanting investment advisory and asset management
- investors needing equity research or fixed income capital markets expertise
- clients consolidating investments, banking accounts, liabilities, and spending in one financial dashboard
- institutions and corporations seeking investment banking, public finance, or trade execution
Specialties
- investment advisory
- asset management
- equity research
- fixed income capital markets
- investment banking
- public finance
Certifications
- NYSE member
- FINRA member
- SIPC member
What makes them different
- Full-service brokerage and investment banking firm established in 1890
- Financial advisors serve clients through 400 branches across the United States
- Stifel Wealth Tracker aggregates investments, retirement accounts, banking accounts, liabilities, spending, and net worth
- Wealth Tracker provides investment performance analysis, risk profiling, market news, and Stifel research
- Institutional platform includes investment banking, equities, equity research, fixed income capital markets, public finance, and international coverage
- Years in business
- 135
Distilled from this business's own website.
Contact & Location
- Address
- 125 Fox Hollow Rd Ste 104, Pinehurst, NC 28374
- Phone
- 9102465352
- Website
- http://www.stifel.com/
- wght@400..900
Services
- brokerage
- wealth management
- retirement planning
- banking and lending
- investment advisory
- institutional services
- financial research