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Paul MacCrory

Stifel Nicolaus

20 Ash St, 4th Floor

Conshohocken, PA 19428

610-567-1969

Investment Services Since 1890.

About Stifel Nicolaus

As Stifel Financial Advisors, The MacCrory Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.

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

Our parent company, Stifel Financial Corp., went public in 1983 and has traded on the NYSE since 1987 (symbol SF).

General Information

Firm Start Year

1890

No.of Employees

More

CRD#

1548965

Firm CRD#

793

States Licensed in

AZ, AR, CA, CO, CT, DE, FL, GA, IL, KS, LA, MD, MA, MS, MT, NH, NJ, NY, NC, OH, PA, RI, TX, VA, WA

Years of Experience in Financial Services

33

Number of Years with Current Firm

13

Work Experience

Paul began his investment industry career in 1987 and joined Stifel in 2007 after its acquisition of Gruntal & Co., and Ryan, Beck & Co. He earned a B.S. in Business from Neumann University and holds Series 3, 7, 8, 63, and 65 securities licenses.

I work with the following types of clients

Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations

Advisory Services Provided

401K Rollovers, Financial Planning for Individuals, Financial Advice & Consulting

Services

Investment Types

Mutual Funds, Options & Futures, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Phone, At my office, At your home, Video Conference, Via Email, At your office

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 8, Series 65, Series 63, Series 7

Insurance and Annuity Licenses

Life, Health, Annuity, Accident, Variable Annuity, Long Term Care

Firm Information

Firm's Number of Clients

10,000+

Firm's Number of Managed Clients

10,000+

Assets Managed by Firm

$330,000,000,000+

Advisor's Number of Clients

250

Advisor's Number of Managed Clients

100

Assets Managed by Advisor

$250000000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

5000

Compensation Methods

Based on Assets

Fee % Based on Assets

Varies

Additional Details on Charges

We work with clients in a number of situations and asses a fee in a way that is most appropriate for them.

Minimum Fee Charged for Managed Accounts

0

Education

Bachelor of Science - Business

Neumann College
08/1982 - 05/1986

Disclosures

https://www.stifel.com/disclosures