TrueAdvisor
TrueAdvisor
SB
SB

Scott Bedell

Stifel, Nicolaus & Company, Incorporated
24 Years of Experience
St Louis, MO
1 DisclosureBroker
View SEC Summary
View SEC Summary

Scott Bedell is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in St Louis, MO, with 24 years of industry experience. Scott 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

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

Get directions

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
View Full SEC ReportHow to Read Disclosures
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 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
February 2023 - Present · 3 yrs 8 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.
More Advisors
More financial advisors in St Louis, MO →All financial advisors in Missouri →