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Aadit Lall Shrestha

Stifel, Nicolaus & Company, Inc.

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About Aadit Lall Shrestha

Aadit Lall Shrestha is a registered representative with Stifel, Nicolaus & Company, Inc. with a current scope of practice for both Broker-Dealer and Investment Advisor. Aadit Lall Shrestha has been in the industry since January 5, 2020. Aadit Lall Shrestha holds the Series 86, Series 87, and SIE licenses. Aadit Lall Shrestha is also a registered Investment Advisor Representative.

Firm Information

Aadit Shrestha is currently registered with Stifel, Nicolaus & Company, Inc.. Stifel, Nicolaus & Company, Inc. is a corporation headquartered in ST LOUIS, MO, United States. Founded in 1900, the firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. With over 5,000 registered representatives and $149.2 billion in regulatory assets under management, the firm serves a wide range of clients including high-net-worth individuals, corporations, and institutional investors.
Stifel, Nicolaus & Company, Inc.

501 N BROADWAY

ST LOUIS, MO 63102

$149.25B

Assets Under Management

Not reported

Total Clients

4,272

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aadit Shrestha’s Registration & Firm History

MD

01/06/2020 - Present

Stifel, Nicolaus & Company, Inc. (BALTIMORE MD)

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Licenses & Designations

BC

Issued 01/06/2020

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 12/06/2019

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Aadit Lall Shrestha.
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