Michael Boulos
Michael Boulos is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Brevard, NC, with 41 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
9 Park Place West, Suite 103, Brevard, NC, 28712
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2001Other Business Activities
Michael is the treasurer for the Shepard Square Town Homes III Home Owners Association, overseeing its finances. This activity requires a few hours per week and is not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
UBS Painewebber INC.Broker
J.C. Bradford & CO.Broker
Planned Management CompanyBroker
Dean Witter Reynolds INC.Broker
First Investors CorporationBroker
State Registrations10 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.