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Steven Crouch

Stifel, Nicolaus & Company, Incorporated
26 Years of Experience
Warrenton, VA
1 DisclosureBroker
View SEC Summary
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Steven Crouch is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Warrenton, VA, with 26 years of industry experience. Steven 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

550 Broadview Avenue, Suite 201, Warrenton, VA, 20186

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History

Regulatory History (1)
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Criminal
April 1992
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Steven is the treasurer for Piedmont Dispute Resolution Center and Fauquier Community Coalition, and manages the Alice Johnson Meadows Trust. He also owns multiple rental properties and works as a notary, dedicating minimal time to each activity.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
April 2025 - Present · 1 yr 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
April 2025 - Present · 1 yr 6 mos
Previous Registrations
B. Riley Wealth Advisors, INC.
August 2022 - April 2025 · 2 yrs 8 mos
B. Riley Wealth ManagementBroker
July 2021 - April 2025 · 3 yrs 9 mos
B Riley Wealth Management
July 2021 - December 2022 · 1 yr 5 mos
Truist Advisory Services, INC.
February 2021 - July 2021 · 5 mos
Truist Investment Services, INC.Broker
February 2021 - July 2021 · 5 mos
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLCBroker
November 2012 - February 2021 · 8 yrs 3 mos
Scott & Stringfellow, LLC
February 2012 - January 2013 · 11 mos
Scott & Stringfellow, LLCBroker
November 1999 - January 2013 · 13 yrs 2 mos
State Registrations28 states
ALARAZCACOCTFLGAMAMDMEMIMONCNJNMNYOHORPASCTNTXUTVAVTWAWV
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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