MB
MB

Michael Brewster

32 Years of Experience
Palm Beach Gardens, FL
3 DisclosuresBroker

Michael Brewster is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Palm Beach Gardens, FL, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

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.

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Location

3835 Pga Blvd., Suite 701, Palm Beach Gardens, FL, 33410

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History

Regulatory History (3)
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Regulatory
December 2024
Final
Employment Separation After Allegations
January 2023
Customer Dispute
December 2016
Settled
Other Business Activities

Michael is involved in several outside business activities, including owning Knockeraven LLC (raw land), Dun-Farnagh LLC (land owner), and farmland in Ireland. He is also a passive investor in SBM Associates LLC (building development), an investor in Viewmount Manor House (hospitality), and a director of Morrison Legacy Foundation Inc. These activities require minimal time commitment.

Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
January 2023 - Present · 3 yrs 4 mos
Stifel, Nicolaus & Company, Incorporated
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2016 - February 2023 · 6 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
March 2016 - February 2023 · 6 yrs 11 mos
Credit Suisse Securities (USA) LLCBroker
September 2008 - April 2016 · 7 yrs 7 mos
Credit Suisse Securities (USA) LLC
September 2008 - April 2016 · 7 yrs 7 mos
Lehman Brothers INC.
March 1995 - September 2008 · 13 yrs 6 mos
Lehman Brothers INC.Broker
July 1993 - September 2008 · 15 yrs 2 mos
State Registrations29 states
ALAZCACOCTDCDEFLGAILINKSMAMNMONCNHNJNYOHPARISCTNTXUTVAVTWI
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.