wiseradvisor

Paul MacCrory,
Stifel Nicolaus

Tel: 610-567-1969
20 Ash St, 4th Floor
Conshohocken, PA 19428

Investment Services Since 1890.

Stifel Nicolaus | Financial Advisor in Conshohocken ,PA

About Stifel Nicolaus

As Stifel Financial Advisors, The MacCrory Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.

Stifel, Nicolaus & Company, Incorporated is a full-service securities brokerage, investment banking, trading, and investment advisory firm founded in 1890. The company is a registered investment adviser with the U.S. Securities and Exchange Commission.

Our parent company, Stifel Financial Corp., went public in 1983 and has traded on the NYSE since 1987 (symbol SF).


General Information

Firm Start Year:   1890
No.of Employees:   More than 5000
States Licensed in:   AZ, AR, CA, CO, CT, DE, FL, GA, IL, KS, LA, MD, MA, MS, MT, NH, NJ, NY, NC, OH, PA, RI, TX, VA, WA
Number of Years with Current Firm:   13
Work Experience:   Paul began his investment industry career in 1987 and joined Stifel in 2007 after its acquisition of Gruntal & Co., and Ryan, Beck & Co. He earned a B.S. in Business from Neumann University and holds Series 3, 7, 8, 63, and 65 securities licenses.
I work with the following types of clients:   Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors


Services

Investment Types:   Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Annuities, Options & Futures, Bonds, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via Email, Via Phone, At my office, At your home, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Accident, Annuity, Health, Life, Variable Annuity, Long Term Care


Firm Information

Firm's Number of Clients:   10,000+
Firm's Number of Managed Clients:   10,000+
Assets Managed by Firm:   $330,000,000,000+
Advisor's Number of Clients:   250
Advisor's Number of Managed Clients:   100
Assets Managed by Advisor:   $250000000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   5000
Compensation Methods:   Based on Assets, Commissions
Fee % Based on Assets:   Varies
Additional Details on Charges:   We work with clients in a number of situations and asses a fee in a way that is most appropriate for them.
Minimum Fee Charged for Managed Accounts:   0


Education

Bachelor of Science - Business  Neumann College - Aston PA
08/1982-05/1986



Faqs

  • Will you be the only person working with me? We work as a team and will define the relationship up front. Our clients benefit from having more than one set of eyes on their accounts, but are typically in contact with the same person for day to day updates.
  • How much risk should I be willing to take? That depends on a mixture of your personality, timeline, and results of your financial plan. We take a number of factors into account and will tell you if we believe you are taking too much or too little risk- and how to correct it.
  • Have you ever been charged with any breaches? No.
  • What is your approach to 401 K plan rollovers? When it comes to 401(K) rollovers it is important to review all aspects of whether this is the correct move for the client to make. No one can say whether or not it is appropriate move without knowing all relevant details. Because of this our first meeting would consist over data gathering to determine our recommendation.
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Paul MacCrory

Paul MacCrory

Paul's approach to Wealth Management is to listen to his clients goals and concerns and develop a plan for success. Paul strives to simplify these strategies so that his clients can easily understand their financial situation. His primary areas of focus are in wealth management planning and portfolio construction with a focus on tax minimization as well as generating income and growth for retirement.

Paul leads a team of Financial Advisors and support staff to help clients prioritize and obtain their goals. He follows an organized process to help ensure that each client is provided with an outstanding service experience as well as valuable advice and direction. He takes the time to understand family dynamics and intergenerational objectives.

Paul is a graduate of Neumann University with a Bachelor of Science in Business. He currently lives in Broomall with his wife Maureen and two dogs, and enjoys spending time with his children and grandchildren.

My Services

Financial Advice & Consulting

Our philosophy centers on the unique needs of each client. By working together, we will discover which of our products and services are right for you. This is especially important when rates are low and the market is volatile. We will then create a customized strategy to help you pursue your goals. All of this works in tandem your comprehensive financial plan, which we help you develop using Stifels robust wealth planning services.


Financial Planning for Individuals

We offer full service financial planning for all of our clients. We build out and maintain our investment recommendations based on the results of the plan.


401K Rollovers

We will asses whether a rollover is the correct decision for each individual.


My Team

Seamus began his investment industry career in 2012 and joined Stifel in 2020. Prior to Stifel, he served as a financial advisor with Merrill Lynch and Santander Investments. He earned a B.S. in Business Management from St. John's University and holds Series 7 and 66 securities licenses, as well as the Chartered Retirement Planning CounselorSM (CRPC®) designation. As a CRPC® certificant, one of Seamus’ primary focuses is helping his clients plan for retirement. He assists ...more

Office Hours

wiseradvisor-balck-li-img Sun. 9:00 AM - 2:00 PM
wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 2:00 PM

Communities Served

Delaware Montgomery
and Chester counties primarily but have clients across the country.

Compensation Arrangements

Check Money Order
Bank Transfer

Social Networks

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