Michael Barry
Michael Barry is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in New Orleans, LA, with 30 years of industry experience. Michael 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.
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% |
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
Location
639 Loyola Avenue, Suite 200, New Orleans, LA, 70113
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2026Customer Dispute
September 2020Other Business Activities
Michael is the secretary for the Zeta Zeta Alumni Association, managing alumni data and contact information. This requires minimal time each month.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Sterne, Agee & Leach, INC.Broker
Sterne Agee Asset Management, INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations22 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.
Exams
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