Gary Bice
Gary Bice is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Southfield, MI, with 42 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
One Northwestern Plaza, 28411 Northwestern Highway, Southfield, MI, 48034
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Gary is involved with the Karmanos Cancer Institute and the Michigan League of Conservation Voters Education Fund, dedicating minimal time to each. He also has an LLC with partners to fund a private healthcare investment, but spends no time on it currently.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
First Jersey Securities, INC.Broker
State Registrations26 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.