Meet Branch Manager

Richard T. Zuckerman, Vice President/Investments

With more than 30 years of investment industry experience, Richard understands firsthand how important trust is to building long-term client relationships.  That’s why he’s with Stifel, one of the nation’s leading wealth management and investment banking firms.  Our advisor-centric, client-first philosophy continues to attract and retain a wealth of talented advisors who prefer a culture that encourages independent thinking in serving clients’ vast needs.

Richard began his investment industry career with Merrill Lynch in 1987 and joined Stifel through acquisition of Ryan Beck & Co in 2007.  He earned a B.S. in Economics and Management Science from SUNY Cortland and holds Series 7, 8, 24, 63, and 65 securities licenses.

2 YEARS IN A ROW

#1 Wealth Management Firm For Employee Advisor Satisfaction

Based on the results of the J.D. Power 2024 U.S. Financial Advisor Satisfaction StudySM.
For J.D. Power 2024 award information, visit jdpower.com/awards. Compensation provided for using, not obtaining, the award.
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High-Net-Worth Solutions

With access to a sophisticated product and service platform, Stifel enables you to serve your clients and build your business.

Advisor-Driven Technology

Our cutting-edge technology was built to help you run your practice efficiently and effectively.

Your Transition, Made Easy

Our experienced transition team and knowledgeable professionals from all areas of the firm will help ensure your business hits the ground running.

130Years

Founded in 1890, Stifel is grounded in a history of trust and tradition.   


 

$444Billion in Client Assets Under Management

Stifel has nearly $444 billion in client assets under management.

As of December 31, 2023.

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