Eric Abbott, financial advisor Santa Rosa CA

Eric Abbott

CRD Number: 4110124
Current Firm: Stifel, Nicolaus & Company, Incorporated

Eric Abbott (CRD# 4110124) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Santa Rosa, CA Jun 2010 - Current 9
Bank Of America,na Santa Rosa, CA Sep 2009 - Jun 2010 < 1
Merrill Lynch Santa Rosa, CA Dec 1999 - Jun 2010 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2000
Contact Info for Eric C. Abbott
Phone Number: 314-342-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    74,649
    MILLIONS
  • Total Number of Accounts
    216,315
    ACCOUNTS
  • Average Account Value
    $345,094
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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