Robert Muller
Robert Muller is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Richmond, VA, with 35 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
1021 East Cary Street, Suite 1950, Richmond, VA, 23219
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1998Other Business Activities
Robert officiates high school basketball games through the Central Virginia Basketball Officials Association, a role he's held since 1990. This commitment requires a few hours per week and is not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Sterne, Agee & Leach, INC.Broker
Sterne Agee Asset Management, INC.
Anderson & Strudwick, Incorporated
Anderson & Strudwick, IncorporatedBroker
A&s Capital Advisors, INC.
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Branch, Cabell & CO., INC.Broker
Interstate/johnson Lane CorporationBroker
Wheat, First Securities, INC.Broker
State Registrations23 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.