TrueAdvisor
TrueAdvisor
JM
CFP
JM
CFP

Josephine Mastilak

Stifel, Nicolaus & Company, Incorporated
43 Years of Experience
Pittsburgh, PA
Broker
View SEC Summary
View SEC Summary

Josephine Mastilak is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Pittsburgh, PA, with 43 years of industry experience. Josephine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.

Stifel, Nicolaus & Company, Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3355 advisors
Number of Clients
236,191 clients
Average Client Portfolio
$836K average
Assets Under Management
$197.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1001 Liberty Avenue, Suite 1100, Pittsburgh, PA, 15222

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
June 2019 - Present · 7 yrs 4 mos
Stifel, Nicolaus & Company, Incorporated
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2007 - June 2019 · 12 yrs 3 mos
Wells Fargo Clearing Services, LLC
March 2007 - June 2019 · 12 yrs 3 mos
PNC Investments
January 2004 - March 2007 · 3 yrs 2 mos
PNC InvestmentsBroker
January 2004 - March 2007 · 3 yrs 2 mos
Hilliard Lyons Asset Management
June 2003 - January 2004 · 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
April 1999 - January 2004 · 4 yrs 9 mos
PNC Brokerage CORPBroker
December 1994 - April 1999 · 4 yrs 4 mos
PNC Securities CORPBroker
March 1985 - December 1994 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1982 - February 1985 · 2 yrs 3 mos
State Registrations25 states
AZCACTDCFLGAKSKYMDMEMIMOMSNCNJNYOHORPASCTNTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Pittsburgh, PA →All financial advisors in Pennsylvania →