Grayson Hopper
Grayson Hopper is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Austin, TX, with 30 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
805 Las Cimas Parkway, Suite 230, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business Activities
Grayson is an executive for a youth soccer league, a soccer referee, and a managing partner of an LLC for a private security transaction. These activities require minimal time commitment and are either not investment-related or for investment purposes.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Rsm Mcgladrey, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations17 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.