Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
9yrs
Based in St, Louis, Missouri, Robert Smith is a fiduciary financial advisor with 9 years of industry experience. Robert joined Stifel, Nicolaus & Company in 2022, after a year at Wells Fargo Advisors. 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 5285 advisors with offices in St, Louis, and one of 4886 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office501 North Broadway, St, Louis, MO 63102
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 ?1 state
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
- 2022 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- Jul 2021 – Mar 2022Wells Fargo Clearing Services, LLCPreviously
- 2019 – 2021Stifel, Nicolaus & Company, IncorporatedPreviously
Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Stifel, Nicolaus & Company at 314-342-2000 and ask for Robert Smith. Robert works from the St, Louis, MO office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert 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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