Steven Bullard
Steven Bullard is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Yardley, PA, with 38 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
790 Township Line Road, Suite 175, Yardley, PA, 19067
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2001Customer Dispute
February 2001Other Business Activities
Steven is a fiduciary for an estate for family since 2014, acting as the executor for his mom. He spends minimal time on this activity annually.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
Monmouth Investments, INC.Broker
State Registrations21 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.