Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
46yrs
Alfred Cutler Barnes McNevin III
Financial advisor at Stifel, Nicolaus &
At a glance
Experience46 years (since 1980)
How that compares ?Top 1% by experience in Boston
Office20 Custom House Street, Boston, MA 02110
How the firm is paid ?Percent of assets, Flat fee, Commissions
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2021 – 2025B. Riley Wealth Advisors, Inc.Previously
- 2017 – 2021Winslow, Evans & Crocker, Inc.Previously
Questions to ask Alfred
Tailored to Alfred’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Alfred
How do I contact Alfred?
Call Stifel, Nicolaus & at 314-342-2000 and ask for Alfred Cutler Barnes McNevin III. Alfred works from the Boston, MA office.
How long has Alfred been a financial advisor?
Alfred has been in the industry since 1980, about 46 years. Top 1% by experience in Boston.
What licenses does Alfred hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Alfred a fiduciary?
Alfred is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alfred paid?
Stifel, Nicolaus & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Alfred for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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