Roman Meyerhans
Roman Meyerhans is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Coral Gables, FL, with 23 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
2333 Ponce DeLeon Boulevard, Suite 900, Coral Gables, FL, 33134
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Regulatory History (3)
Regulatory
October 2023Regulatory
March 2023Customer Dispute
January 2021Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
State Registrations16 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.