Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
36yrs
Patrick McLaughlin
Full name on record: Patrick John McLaughlin
Financial advisor at Stifel, Nicolaus & Company
Patrick McLaughlin is a fiduciary financial advisor in Boca Raton, Florida, with 36 years in the industry. Patrick joined Stifel, Nicolaus & Company in 2017, 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 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 7% by experience in Florida
Office2650 North Military Trail Suite 400, Boca Raton, FL 33431
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
- 2017 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Contact Patrick
Local office(561) 982-2600Ask for Patrick. (314) 342-2000Main office · St. Louis, MO 2650 North Military Trail Suite 400Boca Raton, FL 33431Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Patrick’s local office at (561) 982-2600 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Patrick McLaughlin.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1990, about 36 years. Top 7% by experience in Florida.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick 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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