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Paul Lang

Stifel, Nicolaus & Company, Incorporated
8 Years of Experience
Bethel Park, PA
Broker
View SEC Summary
View SEC Summary

Paul Lang is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Bethel Park, PA, with 8 years of industry experience. Paul 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

2000 Oxford Drive, Suite 605, Bethel Park, PA, 15102

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
April 2020 - Present · 6 yrs 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Mdt Advisers, a Division of Federated Mdta LLC
May 2018 - April 2020 · 1 yr 11 mos
Federated Investment Counseling
May 2018 - April 2020 · 1 yr 11 mos
Federated Securities CORP.
May 2018 - April 2020 · 1 yr 11 mos
Federated Securities CORP.Broker
April 2018 - April 2020 · 2 yrs
State Registrations37 states
ALAZCACOCTDCDEFLGAHIIAIDILINKYMAMDMIMONCNHNJNMNVNYOHOKPARISCTNTXUTVAVTWAWV
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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