Kyle Marcolla

Financial advisor at Stifel, Nicolaus & Company, Incorporated · Chillicothe, MO

Last updated 2026-10-10

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Kyle Marcolla is a financial advisor at Stifel, Nicolaus & Company, Incorporated in Chillicothe, MO, CRD 5555166. Licenses and exams on the registration: Series 66. IAPD registration began 2009-01-29.

Registration

CRD number
5555166
Registration status
Active
IAPD registration
2009-01-29
Industry Experience
17 years
Work Experience
14 years
States registered
MO

Licenses and exams

  • Series 66

Designations

  • CFP®

Work history

  • 2011-12 to Present · Stifel, Nicolaus & Company, Incorporated · Chillicothe, MO

Current employment

SEC IAPD record for Kyle Marcolla

Stifel, Nicolaus & Company, Incorporated

Regulatory AUM
$197,532,233,502
Registered advisors
3,362
Offices
674
Clients per advisor
70.3 (Moderate)
Average AUM per client
$836.3K (Low)
High-net-worth client ratio
31.2% (Moderate)

Stifel, Nicolaus & Company, Incorporated: advisors, services and reported ETF investments

About

Kyle Marcolla is a CFP® financial advisor at Stifel, Nicolaus & Company, Incorporated in Chillicothe, MO. Reported securities licenses include Series 66. The latest record indicates 17 years of industry experience and 14 years of reported work history.

Stifel, Nicolaus & Company, Incorporated's firm-level Form ADV reports 3,362 advisors across 674 offices; approximately 70.3 clients per advisor, average assets per client of $836,324, and regulatory AUM of $197.5B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Pension Consulting Services.

What this firm offers

Filed by Stifel, Nicolaus & Company, Incorporated on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Registered Municipal Advisor
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

899 Fairway Dr., Chillicothe, MO 64601

3 advisors at this office.

Stifel, Nicolaus & office in Chillicothe, MO

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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