Adam Melinger
Adam Melinger is a registered investment advisor at Stifel Independent Advisors, LLC, based in St Louis, MO, with 32 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees can go up to 1.00% for the Summit program and vary by specific wrap fee program or strategy. Actual fees are set out in the fee schedule of your advisory agreement and are generally negotiable.
Fee Estimator
Location
501 N Broadway, St Louis, MO, 63102
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Adam is the President of Red Wagon Presents Corp, an online gift basket company, and a Trustee for the Davis Place Neighborhood Association. He also serves as a Committee Member for the Securities Industry and Financial Markets Association, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Stifel Independent Advisors, LLCBroker
Keefe, Bruyette & Woods, INC.Broker
Stifel Independent Advisors, LLC
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Scottrade, INC.Broker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Schonfeld Securities, LLCBroker
Wall Street AccessBroker
Israel A. Englander & CO., INC.Broker
Lehman Brothers INC.Broker
Wall Street Investor ServicesBroker
State Registrations1 state
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
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