Meet Branch Manager
Richard T. Zuckerman, Vice President/Investments
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
For J.D. Power 2024 award information, visit jdpower.com/awards. Compensation provided for using, not obtaining, the award.
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.
Advisor Insights
Read or listen to the resources below to find out why Stifel is the investment firm you've been waiting for.
Welcome to StifelFor more than 130 years, meeting and exceeding the objectives of our clients has positioned our firm for success. Read on to learn more about Stifel.
Brochure
Ron Kruszewski's Podcast with Mindy DiamondMindy Diamond has a conversation with Ron Kruszewski, Chairman and CEO, Stifel Financial Corp. to discuss how Stifel serves as an example of what the term “regional firm” represents today.
Podcast
Build Your BusinessOver two decades ago, we set out to make Stifel one of the nation's leading financial services companies. By every measure, we've been successful. See what you've been missing.
Brochure
Advisor Comp PlanAt Stifel, our comp plan is so simple it literally fits on a coaster, and we have only changed it twice in 25 years. Come join us; let’s have some fun.
Video
Stifel Marketing Stifel’s free, full-service marketing department will work with you behind the scenes, confidentially, so that the day you start at Stifel you hit the ground running.
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Technology Built for Advisors At Stifel, we invest in technology to help you strengthen client relationships and generate new business.
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Your Transition to StifelYour transition is just the start of our relationship together. Our Service Desk is readily available to address your and your client’s most pressing needs. We don’t believe in phone trees or 1-800 numbers for you or your clients.
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CEO Ron K. on CNBC's "Mad Money with Jim Cramer"Stifel was highlighted as a company that has consistently delivered for clients and shareholders through many years and various market environments.
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