Craig Skelly
Craig Skelly is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Irvine, CA, with 41 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
400 Spectrum Center Drive, Irvine, CA, 92618
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2023Other Business Activities
Craig plays guitar for the Curl Riders Surf Band since 2012. He is also the sole proprietor, playing guitar and managing the Breakaways Surf Band and the Curl Riders Surf Band, dedicating a few hours per week.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Great Western Financial Securities CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations29 states
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.