Stifel, Nicolaus & Company
44yrs
Top advisor by experience in Franklin
18yrs
Christopher Simms
Full name on record: Christopher James Simms
Financial advisor at Stifel, Nicolaus & Company
Based in Franklin, Pennsylvania, Christopher Simms is a fiduciary financial advisor with 18 years of industry experience. Christopher joined Stifel, Nicolaus & Company in 2013, after four years at PNC Wealth Management and a year at Natcity Investments. Stifel, Nicolaus & Company offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.
One of 10 advisors with offices in Franklin, and one of 10 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 60% of advisors in Franklin
Office1284 Liberty Street Pob 1060, Franklin, PA 16323
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.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2009 – 2013PNC Wealth Management LLCPreviously
- Apr 2009 – Nov 2009Natcity Investments, Inc.Previously
- May 2008 – Nov 2008Edward JonesPreviously
Contact Christopher
Local office(814) 432-3169Ask for Christopher. (314) 342-2000Main office · St. Louis, MO 1284 Liberty Street Pob 1060Franklin, PA 16323Office · Get directions
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- 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 Christopher
How do I contact Christopher?
Call Christopher’s local office at (814) 432-3169 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Christopher Simms.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2008, about 18 years. More experience than 60% of advisors in Franklin.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Christopher 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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