Robert Mayer
Robert Mayer is a CFA-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Memphis, TN, with 19 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
6075 Poplar Avenue,, Suite 625 & 628, Memphis, TN, 38119
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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
Robert is involved in several real estate ventures, including Boll Weevil Properties LLC, TCB Property Management, SM Partners, SMH Partners, Brookhavem Townhomes LLC, and 757 Court LLC. These activities involve property management, investment, and development, taking up a few hours per week.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
Morgan Keegan & Company, INC.Broker
State Registrations25 states
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