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Edward Blackman

Stifel, Nicolaus & Company, Incorporated
42 Years of Experience
Greenwood Village, CO
3 DisclosuresBroker
View SEC Summary
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Edward Blackman is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Greenwood Village, CO, with 42 years of industry experience. Edward 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
3352 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

6312 S Fiddlers Green Circle, Suite 520E, Greenwood Village, CO, 80111

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History

Regulatory History (3)
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.
Regulatory
August 1997
Final
Customer Dispute
February 1994
Settled
Regulatory
November 1991
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
October 2016 - Present · 10 yrs
Stifel, Nicolaus & Company, IncorporatedBroker
May 2001 - Present · 25 yrs 5 mos
Previous Registrations
Auerbach, Pollak & Richardson INC.Broker
December 2000 - May 2001 · 5 mos
American Fronteer Financial CorporationBroker
September 1994 - December 2000 · 6 yrs 3 mos
Hibbard Brown & CO., INC.Broker
May 1988 - August 1994 · 6 yrs 3 mos
Sherwood Capital, INC.Broker
February 1987 - May 1988 · 1 yr 3 mos
First Jersey Securities, INC.Broker
May 1984 - January 1987 · 2 yrs 8 mos
State Registrations26 states
ALAZCACOFLGAIDILKYMDMNMSNCNENJNYOHOKRISCTNTXVAWAWIWY
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.
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