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Brian Patrick Rongey

16 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
150 advisors
Number of Clients
7,580 clients
Average Client Portfolio
$578K average
Assets Under Management
$4.4B

Fee Structure

Stifel Independent Advisors offers various advisory programs with different fee structures. The Summit Program charges up to 1.00% annually of the managed assets, potentially negotiable. The Vantage Program charges commissions based on a standard schedule. Wrap fee programs are also available through Stifel, detailed in a separate brochure. Clients are encouraged to review all available options with their financial advisor.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

501 North Broadway, St. Louis, MO, 63102

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is the secretary for the Mascoutah Athletic Commission, an athletic booster club supporting youth sports. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Stifel Independent Advisors, LLC
June 2009 - Present · 16 yrs 7 mos
Stifel Independent Advisors, LLC Broker
February 2009 - Present · 16 yrs 11 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.