Alfred Mcnevin
Alfred Mcnevin is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Boston, MA, with 47 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
20 Custom House Street, Boston, MA, 02110
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Regulatory History (1)
Customer Dispute
April 1999Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
Winslow, Evans & Crocker, INC.
Winslow, Evans & Crocker, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Smith Barney INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
State Registrations24 states
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