Raymond James & Associates
47yrs
Top 1% for experience in Sarasota
47yrs
George Eliot Friedman
Financial advisor at Stifel, Nicolaus &
At a glance
Experience47 years (since 1979)
How that compares ?Top advisor for experience in Florida
Office2 North Tamiami Trail, Sarasota, FL 34236
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
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
- 2000 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Questions to ask George
Tailored to George’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?
About George
How do I contact George?
Call Stifel, Nicolaus & at 314-342-2000 and ask for George Eliot Friedman. George works from the Sarasota, FL office.
How long has George been a financial advisor?
George has been in the industry since 1979, about 47 years. Top advisor for experience in Florida.
What licenses does George hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is George a fiduciary?
George is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is George paid?
Stifel, Nicolaus & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask George 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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