Stifel

Impressum

Experience Syd’s personalized, professional service for yourself at Stifel’s local Santa Barbara branch. Contact him today!
After hours by appointment only.

With 18 years of experience as a professional financial advisor, Syd offers discretionary investment management, retirement planning, and wealth management services to individuals, families, and not-for-profit organizations.

Having attained and maintained the CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional certification as well as the Accredited Investment Fiduciary® (AIF®) designation, Syd has received extensive training on the duties of good faith and standards of care. He is committed to working in your best interests while striving to align your wealth with your values and intentions.

Experience Syd’s personalized, professional service for yourself at Stifel’s local Santa Barbara branch by contacting him by phone at (805) 957-1840 or via e-mail [email protected].

Stifel, Nicolaus & Company, Incorporated is a full-service wealth management, investment banking, trading, and investment advisory firm founded in 1890. The company is a registered investment advisor with the U.S. Securities and Exchange Commission.

Stifel is home to one the industry’s largest U.S. equity research platform. Our equity research is nationally recognized.

Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures