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Stifel Wealth Tracker

Wealth Tracker screenshot on mobile device

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
Enfield
Private Client Group
1699 King Street
Suite 401
Enfield, Connecticut 06082
Bill Hadden
Phone:
(860) 272-4950
(860) 272-4950
Toll-free:
(866) 229-0296
(866) 229-0296
Hamden
Private Client Group
2321 Whitney Avenue
Suite 106
Hamden, Connecticut 06518
Michael LeClair
Phone:
(203) 772-7200
(203) 772-7200
Toll-free:
(800) 223-8119
(800) 223-8119
Madison
Private Client Group
64 Wall Street
Suite 100
Madison, Connecticut 06443
Michael LeClair
Phone:
(203) 245-5908
(203) 245-5908
Toll-free:
(855) 244-2993
(855) 244-2993
Mystic
Private Client Group
38 East Main Street
Mystic, Connecticut 06355
Dan Spring, AAMS
Phone:
(860) 440-3373
(860) 440-3373
Toll-free:
(800) 297-5508
(800) 297-5508
Southbury
Private Client Group
465 Heritage Road
Suite 2
Southbury, Connecticut 06488
Michael LeClair
Phone:
(203) 586-4505
(203) 586-4505
Toll-free:
(800) 969-6393
(800) 969-6393
Westport/Stamford
Private Client Group
8 Wright Street
Suite 204
Westport, Connecticut 06880
John J Nelson, CFP
Phone:
(203) 429-3244
(203) 429-3244