Amelia Pate
Amelia Pate is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Pensacola, FL, with 6 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
25 West Cedar Street, Pensacola, FL, 32502
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Regulatory History
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 →Other Business Activities
Amelia is involved with The Society of the Debutante Charity Cotillion as a ball and floral committee member, coordinating and decorating for an annual ball. She also serves as a Board of Governors Member for Fiesta Pensacola, engaging with stakeholders and promoting volunteerism, dedicating minimal time to each activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations31 states
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