Morgan Stanley
47yrs
Top advisor by experience in Lake Forest
41yrs
Michael Charles Purdy
Financial advisor at Stifel, Nicolaus &
At a glance
Experience41 years (since 1985)
How that compares ?Top 2% by experience in Illinois
Office100 North Field Drive, Suite 340, Lake Forest, IL 60045
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Stifel, Nicolaus &
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2000 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Stifel, Nicolaus & at 314-342-2000 and ask for Michael Charles Purdy. Michael works from the Lake Forest, IL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1985, about 41 years. Top 2% by experience in Illinois.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Stifel, Nicolaus & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
North Shore Private Asset Management
46yrs
Top 1% by experience nationwide
RBC Capital Markets
45yrs
Top 1% by experience nationwide
Morgan Stanley
43yrs
Top 1% by experience nationwide
Wells Fargo Advisors
43yrs
Top 2% by experience in Illinois
Morgan Stanley
42yrs
Top 2% by experience in Illinois