Scottrade Advisor Services

Scottrade Advisor Services

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Business head: Brian Stimpfl

No. clients: 1000

Min. assets: None

advisor.scottrade.com

In the News

RIAs find it easy to justify spending more on technology in 2017

December 27, 2016 - Technology is a necessity in the modern financial advice industry, and not staying ahead of it is essentially the same as ignoring it altogether. “There is no way we will become robo advisers, but we have to create a digital experience because the amount...

RIAs rank technology spending as top priority amid competition from robo-platforms: Scottrade survey

December 9, 2016 - As robo-platforms continue to spread across the financial services landscape, registered investment advisers are feeling the pressure to open their checkbooks in order to keep pace on the technology front. A new survey from Scottrade Advisor Services...

2016 custodians and clearing firms ranking

August 11, 2016 - Clearing Firms listed by number of broker-dealer clients Firm Website # of clients % change vs. 2015 Contact Phone Email Pershing LLC www.pershing.com/who-we-serve/broker-dealers 743 -3.80% Michael Row (800) 445-4467 pershing.com/contact/ RBC Correspondent...

Custodians try to entice breakaways with substantial perks

August 9, 2015 - As larger teams move into the registered investment adviser channel, the major custodians are getting more creative and adding some sweeteners to entice big breakaway outfits. Looking to differentiate themselves by more than just their ability to hold...

Custodians and clearing firms ranked by number of clients

August 9, 2015 - Custodians ranked by number of RIA custody clients Firm Website Head of RIA custody business 2015 # of clients % change vs. 2014 Assets under custody ($M) % change vs. 2014 Minimum assets of advisers Schwab Advisor Services http://www.advisorservices.schwab.com...

Scottrade retools custodial platform as it works to bolster its numbers

October 2, 2014 - Scottrade Advisor Services, which has struggled with dwindling numbers of advisers on its platform, is working to stop the bleeding by attracting new RIAs, upgrading its technology and improving the experience for its existing advisers. While Scottrade...

Custodians ranked by number of RIA custody clients

August 13, 2014 - Firm Address City, State Zip Phone Website Head of RIA custody business 2014 # of clients % change vs. 2013 2014 assets under custody % change Minimum assets of advisers Schwab Advisor Services 211 Main St. San Francisco, CA 94105 (877) 687-4085 www.advisorservices.schwab.com...

Custodians

August 11, 2013 - Firm Phone/website Head of RIA custody business # of clients % change vs. 2012 Assets under custody ($M) % change vs. 2012 Minimum assets of advisers 1 Schwab Advisor Services (877) 687-4085 schwabadvisorcenter.com Bernie Clark, Executive vice president...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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