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Stifel Wealth Tracker

Get your full financial picture and more with our all new application.

Stifel Wealth Tracker can help you:

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Stifel Access

After serving our clients well for more than 15 years, Stifel Access is headed toward retirement.

Its replacement – Stifel Wealth Tracker – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of Stifel Access.

Stifel Access Log In

Stifel Financial Advisor

Peter Nicoletti

Peter Nicoletti
Managing Director/Investments

Email email
Phone:
(561) 868-8685
(561) 868-8685
Toll-free:
(844) 736-9541
(844) 736-9541
Palm Beach PCG Royal Palm Way
440 Royal Palm Way
Suite 201
Palm Beach, Florida 33480
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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