MH
MH

Marilyn Hoosen

19 Years of Experience
St. Louis, MO
3 DisclosuresBroker

Marilyn Hoosen is a registered investment advisor at Stifel Independent Advisors, LLC, based in St. Louis, MO, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
132 advisors
Number of Clients
7,902 clients
Average Client Portfolio
$634K average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$50K

Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.

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Location

One Financial Plaza 501 North Broadway, St. Louis, MO, 63102

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2025
Denied
Customer Dispute
June 2025
Denied
Financial
April 2018
Final
Employment History
Current Registrations
Stifel Independent Advisors, LLC
June 2025 - Present · 11 mos
Stifel Independent Advisors, LLCBroker
June 2025 - Present · 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2016 - June 2025 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2016 - June 2025 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - July 2016 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2014 - June 2015 · 1 yr
Morgan Stanley
April 2011 - October 2013 · 2 yrs 6 mos
Morgan StanleyBroker
April 2011 - October 2013 · 2 yrs 6 mos
Bb&t Investment Services, INC.Broker
June 2006 - May 2011 · 4 yrs 11 mos
Bb&t Investment Services, INC.
June 2006 - May 2011 · 4 yrs 11 mos
TD Waterhouse Investor Services, INC.Broker
June 2005 - October 2005 · 4 mos
Edward JonesBroker
October 2004 - March 2005 · 5 mos
State Registrations17 states
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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.
Marilyn Hoosen - Financial Advisor | TrueAdvisor