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Stifel Wealth Tracker

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Organize Your Financial Life

  • Pull all of your financial information into one singular, secure view
  • Create a personal balance sheet
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you're invested in by accessing Stifel's nationally recognized research and investment insights
Sign Up Learn more at stifel.com/tracker
Wealth Tracker screenshot on mobile device
Learn more at stifel.com/tracker

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Please note:
For security purposes, Stifel clients should not include the following in any e-mail correspondence with Stifel:
* Account Numbers
* Client Account Access User Names
* Passwords
* Social Security Numbers

In addition, Stifel cannot accept the following via e-mail:
* Purchase or sale orders
* Instructions for the transfer or disbursement of funds
* Changes of address

Branches by State

Branch Location
Binghamton
Private Client Group
122 State Street
1st floor
Binghamton, New York 13901
Randy Powers
Phone:
(607) 651-9540
(607) 651-9540
Toll-free:
(866) 639-0262
(866) 639-0262
Garden City
Private Client Group
1225 Franklin Avenue
Suite 150
Garden City, New York 11530
Robert Codignotto
Phone:
(516) 663-5200
(516) 663-5200
Toll-free:
(800) 223-8163
(800) 223-8163
Goshen (North)
Private Client Group
17 West Street
Goshen, New York 10924
Steve Pulvirent
Phone:
(845) 615-2300
(845) 615-2300
Toll-free:
(888) 762-8033
(888) 762-8033
Hauppauge
Private Client Group
1393 Veterans Memorial Highway
Suite 214N
Hauppauge, New York 11788
Stephen Mosca, CFP®
Phone:
(631) 360-5700
(631) 360-5700
Toll-free:
(866) 706-7771
(866) 706-7771
Jamestown
Private Client Group
777 Fairmount Ave
Jamestown, New York 14701
Randy Powers
Phone:
(716) 708-4769
(716) 708-4769
Toll-free:
(866) 390-7435
(866) 390-7435
Melville
Private Client Group
400 Broadhollow Road
Suite 401
Melville, New York 11747
Robert Codignotto
Phone:
(631) 492-1100
(631) 492-1100
Toll-free:
(888) 667-1717
(888) 667-1717
New York International
Private Client Group
1095 Avenue of the Americas
3rd and 4th Floor
New York, New York 10036
Mark Stevenson
Ed Coloma
Phone:
(212) 328-1000
(212) 328-1000
New York PCG
Private Client Group
1095 Avenue of the Americas
3rd and 4th Floor
New York, New York 10036
Mark Stevenson
Phone:
(212) 328-1000
(212) 328-1000
Toll-free:
(844) 735-9471
(844) 735-9471
Poughkeepsie
Private Client Group
2515 South Road
Suite 202
Poughkeepsie, New York 12601
Richard Zuckerman
Phone:
(845) 471-8080
(845) 471-8080
Toll-free:
(800) 976-8106
(800) 976-8106
Rochester
Private Client Group
295 Woodcliff Drive
Suite 305
Fairport, New York 14450
Randy Powers
Phone:
(585) 454-3985
(585) 454-3985
Toll-free:
(844) 233-8607
(844) 233-8607
Saratoga Springs
Private Client Group
18 Division Street
Suite 209
Saratoga Springs, New York 12866
Benjamin Chuckrow
Phone:
(518) 430-0216
(518) 430-0216
Toll-free:
(833) 817-6600
(833) 817-6600
Skaneateles
Private Client Group
36 Jordan Street
Suite 2
Skaneateles, New York 13152
Randy Powers
Phone:
(315) 554-7030
(315) 554-7030
Toll-free:
(866) 498-6827
(866) 498-6827
Syracuse
Private Client Group
5784 Widewaters Parkway
Dewitt, New York 13214
Randy Powers
Phone:
(315) 800-4137
(315) 800-4137
Toll-free:
(833) 791-8089
(833) 791-8089
White Plains
Private Client Group
4 West Red Oak Lane
Suite 101
White Plains, New York 10604
Richard Zuckerman
Phone:
(914) 694-8600
(914) 694-8600
Toll-free:
(800) 223-9065
(800) 223-9065