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CFP

Christian Mccullough

Stifel, Nicolaus & Company, Incorporated
38 Years of Experience
Frederick, MD
1 DisclosureBroker
View SEC Summary
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Christian Mccullough is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Frederick, MD, with 38 years of industry experience. Christian 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

Creekside Plaza 50 Citizen'S Way, Suite 200, Frederick, MD, 21701

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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
October 1998
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christian is a musician and writer, including public performance and dissemination of original works, since 2019. This takes minimal time and is not investment related.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
June 2009 - Present · 17 yrs 4 mos
Stifel, Nicolaus & Company, Incorporated
June 2009 - Present · 17 yrs 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - July 2009 · 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - July 2009 · 1 mo
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
January 2001 - February 2006 · 5 yrs 1 mo
Legg Mason Wood Walker, IncorporatedBroker
April 1992 - February 2006 · 13 yrs 10 mos
Invest Financial CorporationBroker
May 1990 - March 1992 · 1 yr 10 mos
Equico Securities, INC.Broker
August 1986 - February 1989 · 2 yrs 6 mos
The Equitable Life Assurance Society of the United StatesBroker
August 1986 - February 1989 · 2 yrs 6 mos
State Registrations13 states
AZCACODCFLMDMINCNYPATXVAWV
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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