AP
CFP · ChFC

Adam William Paffenroth

9 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

2000 Duke Street, Unit 312 3rd Floor, Alexandria, VA, 22314

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Regulatory History (1)
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Criminal
April 2024
Final Disposition
Employment History
Current Registrations
Stifel Independent Advisors, LLC Broker
December 2023 - Present · 2 yrs 1 mo
Stifel Independent Advisors, LLC
December 2023 - Present · 2 yrs 1 mo
Previous Registrations
Morgan Stanley Broker
September 2019 - December 2023 · 4 yrs 3 mos
Morgan Stanley
September 2019 - December 2023 · 4 yrs 3 mos
Edward Jones
April 2016 - September 2019 · 3 yrs 5 mos
Edward Jones Broker
February 2016 - September 2019 · 3 yrs 7 mos
State Registrations11 states
DCDEGAINMDOHOKTXVAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam William Paffenroth - Financial Advisor | AdvisorDiscover