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Patrick Strehl

Stifel, Nicolaus & Company, Incorporated
31 Years of Experience
Louisville, KY
1 DisclosureBroker
View SEC Summary
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Patrick Strehl is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Louisville, KY, with 31 years of industry experience. Patrick 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
3355 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

600 North Hurstbourne Parkway, Suite 100, Louisville, KY, 40222

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 1999
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Patrick is the President and Owner of Strehl Investment Corporation, a rental property business, dedicating a few hours per week. He is also an Owner/Member of SKJAC Properties, LLC, owning property, but spends minimal time on this activity.

Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
August 2018 - Present · 8 yrs 2 mos
Stifel, Nicolaus & Company, Incorporated
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2010 - September 2018 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2010 - September 2018 · 8 yrs 2 mos
Morgan Keegan & Company, INC.
September 2004 - July 2010 · 5 yrs 10 mos
Morgan Keegan & Company, INC.Broker
September 2004 - July 2010 · 5 yrs 10 mos
A. G. Edwards & Sons, INC.
October 2003 - September 2004 · 11 mos
A. G. Edwards & Sons, INC.Broker
May 1998 - September 2004 · 6 yrs 4 mos
Prudential Securities IncorporatedBroker
May 1995 - May 1998 · 3 yrs
Mariner Financial Services, INC.Broker
April 1995 - May 1995 · 1 mo
State Registrations21 states
ALARAZCACOCTFLGAILINKYMAMIMONCNYOHPASCTNTX
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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