Eric Haley
Eric Haley is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Greensburg, PA, with 25 years of industry experience. Eric 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
126 Mathews Street, Suite 2100, Greensburg, PA, 15601
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2014Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Pruco Securities, LLC.Broker
Morgan Stanley Dw INC.Broker
Raike Financial Group INC.Broker
State Registrations19 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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