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Sibyl Saager-Zekic

Stifel, Nicolaus & Company, Incorporated
39 Years of Experience
Bethlehem Township, PA
1 DisclosureBroker
View SEC Summary
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Sibyl Saager-Zekic is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Bethlehem Township, PA, with 39 years of industry experience. Sibyl 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

3101 Emrick Blvd, 2nd Floor, Bethlehem Township, PA, 18020

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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
March 2008
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
April 2015 - Present · 11 yrs 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
April 2015 - Present · 11 yrs 6 mos
Stifel, Nicolaus & Company, Incorporated
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
April 2008 - May 2015 · 7 yrs 1 mo
Wells Fargo Advisors, LLC
April 2008 - May 2015 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 1997 - April 2008 · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1990 - April 2008 · 17 yrs 4 mos
Baring Securities INC.Broker
June 1987 - May 1989 · 1 yr 11 mos
Quadrex Securities CorporationBroker
August 1985 - March 1987 · 1 yr 7 mos
State Registrations14 states
CACTFLGAMEMONJNYOHPASCTNTXVA
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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Sibyl Saager-Zekic - Financial Advisor | TrueAdvisor