Osaic Wealth
47yrs
Top advisor by experience in Southfield
3yrs
Robert Tracy
Financial advisor at Stifel, Nicolaus &
Robert Tracy has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Southfield, Michigan. After a year at Osaic Wealth, Robert joined Stifel, Nicolaus & in 2023, a firm offering financial planning, investment management, and private fund management. Stifel, Nicolaus & reports being paid through a percentage of assets, flat fees, and commissions.
One of 523 advisors with offices in Southfield, and one of 471 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeOne Northwestern Plaza 28411 Northwestern Highway, Southfield, MI 48034
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 &
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
- 2023 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- May 2023 – Nov 2023Osaic Wealth, Inc.Previously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Stifel, Nicolaus & at 314-342-2000 and ask for Robert Tracy. Robert works from the Southfield, MI office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Robert hold?
Series 66. 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 & 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.
Other advisors nearby
Skyoak Wealth
46yrs
Top advisor by experience at Skyoak Wealth
LPL Financial
45yrs
Top 1% by experience in Southfield
LPL Financial
44yrs
Top 1% by experience in Southfield
Cetera Investment Advisers
44yrs
Top 1% by experience in Southfield
MML Investors Services
44yrs
Top 1% by experience in Southfield