Morgan Stanley
47yrs
Top advisor by experience in New York
6yrs
James Weimer is a fiduciary financial advisor in New York, New York, with 6 years in the industry. James joined Stifel, Nicolaus & Company in 2025, 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
Experience6 years (since 2020)
How that compares ?6 years in the industry
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 ?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
- May 2025 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Contact James
(314) 342-2000Firm headquarters in St. Louis, MO. Ask for James. 1095 Avenue Of The Americas 3rd & 4th FloorsNew York, NY 10036Office · Get directions
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Questions to ask James
Tailored to James’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 James
How do I contact James?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for James Weimer. James works from the New York, NY office.
How long has James been a financial advisor?
James has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask James 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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