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Scott Bedell

23 Years of Experience
St Louis, MO
1 DisclosureBroker

Scott Bedell is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in St Louis, MO, with 23 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

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.

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Location

520 Maryville Centre Drive, Suite 410, St Louis, MO, 63141

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2017
Settled
Other Business Activities

Scott is a lacrosse official with the Midwest Lacrosse Officials Organization since 1991, dedicating a few hours per week to this activity. This activity is not investment-related.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
February 2023 - Present · 3 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2023 · 4 yrs 8 mos
Strategic Advisers LLC
June 2017 - July 2018 · 1 yr 1 mo
Fidelity Brokerage Services LLCBroker
May 2017 - February 2023 · 5 yrs 9 mos
Charles Schwab & CO., INC.Broker
May 2013 - April 2017 · 3 yrs 11 mos
Charles Schwab & CO., INC.
May 2013 - April 2017 · 3 yrs 11 mos
J.P. Morgan Securities LLCBroker
September 2010 - May 2012 · 1 yr 8 mos
J.P. Morgan Securities LLC
July 2010 - May 2012 · 1 yr 10 mos
Wanger Omniwealth, LLC
December 2009 - December 2010 · 1 yr
Omniwealth
October 2009 - December 2009 · 2 mos
A. G. Edwards & Sons, INC.Broker
May 1988 - April 1992 · 3 yrs 11 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 1984 - June 1988 · 3 yrs 8 mos
First Investors CorporationBroker
February 1984 - November 1984 · 9 mos
State Registrations9 states
GAILMONYSCTXUTVAVT
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.