Scot Sinkler
Scot Sinkler is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Pepper Pike, OH, with 44 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
30050 Chagrin Blvd, Suite 300, Pepper Pike, OH, 44124
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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 →Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Parker/hunter Incorporated
Parker/hunter IncorporatedBroker
Butler, Wick & CO., INC.Broker
Mcdonald & Company Securities, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Mcdonald & Company Securities, INC.Broker
State Registrations17 states
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