Morgan Stanley
47yrs
Top advisor by experience in New York
39yrs
Scott Helland
Full name on record: Scott John Helland
Financial advisor at Stifel, Nicolaus & Company
Scott Helland is a fiduciary financial advisor in New York, New York, with 39 years in the industry. Scott joined Stifel, Nicolaus & Company in 2018, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience39 years (since 1988)
How that compares ?Top 4% by experience in New York
Office1095 Avenue Of The Americas 3rd & 4th Floors, New York, NY 10036
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?2 states
Services through Stifel, Nicolaus & Company
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.
Career
- 2018 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Contact Scott
1095 Avenue Of The Americas 3rd & 4th FloorsNew York, NY 10036Office · Get directions Firm main line(314) 342-2000Headquarters: Stifel, Nicolaus & Company · St. Louis, MO
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Questions to ask Scott
Tailored to Scott’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
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About Scott
How do I contact Scott?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Scott Helland. Scott works from the New York, NY office.
How long has Scott been a financial advisor?
Scott has been in the industry since 1988, about 39 years. Top 4% by experience in New York.
What licenses does Scott hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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