Mary Haislip
Mary Haislip is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Clayton, MO, with 32 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
7733 Forsyth Blvd., Suite 1000, Clayton, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mary is a trustee for The Kathryn G Favre Foundation for Animals, dedicating a few hours per week to supporting local animal rescue and welfare groups. She also volunteers a minimal amount of time per month making fundraising phone calls for the World Bird Sanctuary.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Dean Witter Reynolds INC.Broker
Cibc World MarketsBroker
A. G. Edwards & Sons, INC.Broker
Bridge Trading CompanyBroker
State Registrations45 states
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