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Todd Crutchley

Stifel, Nicolaus & Company, Incorporated
35 Years of Experience
Bluffton, SC
Broker
View SEC Summary
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Todd Crutchley is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Bluffton, SC, with 35 years of industry experience. Todd 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
3352 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

1276 May River Road, Suite 200, Bluffton, SC, 29910

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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

Todd works as a Notary Public in Bluffton, SC, notarizing client documents since 2009. This activity requires minimal time and is investment-related.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
February 2009 - Present · 17 yrs 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2008 - Present · 18 yrs
Previous Registrations
Wachovia Securities, LLC
January 2008 - October 2008 · 9 mos
Wachovia Securities, LLCBroker
January 2008 - October 2008 · 9 mos
A. G. Edwards & Sons, INC.
January 2000 - January 2008 · 8 yrs
A. G. Edwards & Sons, INC.Broker
October 1991 - January 2008 · 16 yrs 3 mos
State Registrations32 states
ALARCACODCDEFLGAILINLAMAMDMEMIMONCNHNJNMNYOHOKORPARISCTNTXUTVAWA
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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