Marcus
Causey
Stifel, Nicolaus & Company, Inc
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About this Advisor
Marcus Causey is a financial advisor based in Tuscaloosa, Alabama, working with Stifel, Nicolaus & Company, Inc. Marcus has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na, and Stifel Nicolaus & Co Inc. Marcus has passed the Series 66 regulatory exam and is registered to provide services in Alabama and Texas. Currently, Marcus is part of Stifel, Nicolaus & Company, Inc, which operates out of Tuscaloosa, Alabama. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
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Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$149,248,936,163
6,534
348,524
$428,231
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Marcus Causey Work History
Stifel Nicolaus & Co Inc
Bank Of America, Na
Merrill Lynch, Pierce, Fenner & Smith Inc : 7691
Disclosures
Please visit the SEC profile of Marcus Causey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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