OPEN
Skip to Main Content

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

Download Stifel Wealth Tracker

Download on the App Store Get it on Google Play

Stifel Financial Advisor

Chip Kazacos, CFP

Chip Kazacos, CFP
Vice President/Investments

Email email
Phone:
(585) 454-3985
(585) 454-3985
Toll-free:
(844) 233-8607
(844) 233-8607
Rochester
295 Woodcliff Drive
Suite 305
Fairport, New York 14450
Get Directions
*
*
*
*

* indicates the field is required


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