Paul Slivon
Paul Slivon is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Greenwood Village, CO, 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
6312 S Fiddlers Green Circle, Suite 520E, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History
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 →Other Business Activities
Paul is a managing member of Greenwood Land and Timber LLC (timber farming/real estate) and Brown Bear Chalet LLC (real estate rental), and manager of AKA Ranch LLC (family ranch). He also serves as a board member for the North Routt Fire Protection District, dedicating minimal time to this role.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Thomas Weisel Partners LLC
Thomas Weisel Partners LLCBroker
Bancboston Robertson Stephens INC.Broker
Bancamerica Robertson StephensBroker
Robertson, Stephens & Company LLCBroker
Everen Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
L.H. Friend & CompanyBroker
Dean Witter Reynolds INC.Broker
State Registrations19 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.