OPEN

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
*
*
*
*

* 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

Branches by State

Map showing locations of Stifel Wealth Management branches across the United States

Find More Stifel Offices:

Stifel Bank & Trust

Investment Banking

Public Finance

Stifel Europe

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
Michael LeClair
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
Stifel | Investment Services Since 1890

Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.

The iconic image of the bull and bear shows the dedication and spirit of each member of our firm. We are individually and collectively committed to using the forces of the market to benefit our clients.

Form CRS FINRA BrokerCheck

COPYRIGHT © 2025 STIFEL FINANCIAL CORP.
ALL RIGHTS RESERVED.

This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.