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Eli Rebich

26 Years of Experience
Edinboro, PA
Broker

Eli Rebich is a registered investment advisor at Stifel Independent Advisors, LLC, based in Edinboro, PA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
132 advisors
Number of Clients
7,902 clients
Average Client Portfolio
$634K average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$50K

Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.

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Location

220 W Plum Street, Suite 325, Edinboro, PA, 16412

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Eli owns real estate (lot/land) since 2016 and is the President of Regal Dog Real Estate, a real estate holding company, since 2015. Eli also has limited trading authority on his ex-spouse's accounts.

Employment History
Current Registrations
Stifel Independent Advisors, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Stifel Independent Advisors, LLC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
October 2017 - May 2022 · 4 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2017 - May 2022 · 4 yrs 7 mos
Wells Fargo Advisors Financial Network, LLC
August 2008 - October 2017 · 9 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2008 - October 2017 · 9 yrs 2 mos
Edward Jones
July 2008 - August 2008 · 1 mo
Edward JonesBroker
January 2000 - August 2008 · 8 yrs 7 mos
State Registrations43 states
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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.
Eli Rebich - Financial Advisor | TrueAdvisor