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Michael Mcnamee

26 Years of Experience
St. Louis, MO
1 DisclosureBroker

Michael Mcnamee is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in St. Louis, MO, with 26 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

501 North Broadway, St. Louis, MO, 63102

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History

Regulatory History (1)
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Employment Separation After Allegations
June 2005
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
June 2018 - Present · 7 yrs 11 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
March 2017 - May 2018 · 1 yr 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2014 - May 2018 · 3 yrs 5 mos
Wells Fargo Clearing Services, LLC
February 2008 - March 2017 · 9 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
February 2008 - March 2017 · 9 yrs 1 mo
Commerce Brokerage Services, INC
September 2005 - February 2008 · 2 yrs 5 mos
Commerce Brokerage Services, INC.Broker
September 2005 - February 2008 · 2 yrs 5 mos
Signator Investors, INC.Broker
July 2005 - September 2005 · 2 mos
TD Waterhouse Investor Services, INC.
June 2003 - June 2005 · 2 yrs
TD Waterhouse Investor Services, INC.Broker
February 2003 - June 2005 · 2 yrs 4 mos
Pfic Securities CorporationBroker
August 2002 - February 2003 · 6 mos
Quick & Reilly, INC.Broker
April 2002 - August 2002 · 4 mos
Walnut Street Securities, INC.Broker
February 2002 - May 2002 · 3 mos
U.S. Bancorp Investments, INC.Broker
December 2001 - February 2002 · 2 mos
Firstar Investment Services,inc.Broker
March 2000 - December 2001 · 1 yr 9 mos
Copeland Equities LLCBroker
September 1999 - March 2000 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.