Stifel

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

125 High St Fl 29, Boston, Massachusetts...

Phone Number

(617) 488-4463

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
1
1
1
1

About Stifel

The Reiser Egan Hart Wealth Advisory Group, part of Stifel, offers a comprehensive range of financial services tailored for high net worth investors in the Boston area. They specialize in developing personalized investment strategies that address clients' unique needs and objectives while navigating complex market environments. With a team boasting over 90 years of combined experience, they emphasize risk management, transparency, and ongoing communication. Their services include wealth planning, investment guidance, and various educational resources to help clients make informed financial decisions.Explore more
Stifel's Social MediaPopular SearchesStifelThe Reiser Egan Hart Wealth Advisory GroupSIC Code 62,628NAICS Code 52,523Show more

Stifel Org Chart

PhoneEmail
MR
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Managing Director, Investments

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RH
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Vice President, Investments

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JE
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Director, Investments

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stifel

<$5M
11-50
Private
-
-
MR
Michael ReiserManaging Director, Investments
<$5M
11-50
Private
-
2006
KM
Kimberly McConnellVice President, Branch Operations & Manager
<$5M
11-50
Private
-
-
FM
Faith MarzolfRegistered Client Service Associate
<$5M
11-50
Private
-
-
JS
John StoneSenior Vice President and Investments. Assistant Branch Manager
<$5M
1-10
Private
-
-
RS
Ryan SchackSenior Vice President and Investments. Branch Manager - Palm Beach Market
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Stifel is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stifel is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stifel.

Stifel Tech Stack

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Frequently Asked Questions Regarding Stifel

What is Stifel's official website?
Stifel's official website is www.rehwealthadvisory.com
What is Stifel's Revenue?
Stifel's revenue is <$5 Million
What is Stifel's SIC code?
Stifel's SIC: 62,628
What is Stifel's NAICS code?
Stifel's NAICS: 52,523
How many employees does Stifel have?
Stifel has 11-50 employees
What industry does Stifel belong to?
Stifel is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Stifel competition?
Stifel top competitors include: Stott/Stone/Midkiff Group, Russell Wealth Management Group, Jeff Sutton, Stifel
What technology does Stifel use?
Some of the popular technologies that Stifel uses are: Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager, jQuery
How do I contact Stifel?
Stifel contact info: Phone number: (617) 488-4463 Website: www.rehwealthadvisory.com
What does Stifel do?

The Reiser Egan Hart Wealth Advisory Group, part of Stifel, offers a comprehensive range of financial services tailored for high net worth investors in the Boston area. They specialize in developing personalized investment strategies that address clients' unique needs and objectives while navigating complex market environments. With a team boasting... over 90 years of combined experience, they emphasize risk management, transparency, and ongoing communication. Their services include wealth planning, investment guidance, and various educational resources to help clients make informed financial decisions.Read More

What are Stifel social media links?
Stifel Linkedin page Stifel Twitter page
Is Stifel a public company?
Stifel is private company therefore does not currently have an official ticker symbol
See more information about Stifel

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