Robert Steinman
Robert Steinman is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Conshohocken, PA, 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
Millennium One, 20 Ash Street, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2000Other Business Activities
Robert is the President of the Colonial Village Community Association, governing operations and collaborating with other board members. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Janney Montgomery Scott INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
New England SecuritiesBroker
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.