STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.

YOUNGSTOWN, Ohio·3 registered advisors·CRD# 7365

SEC# 801-39365330-759-2023

01

Firm Overview

AUM

$462M

Regulatory assets under management

Employees

335

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other advisory services

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.

3 registered advisors

David Michael Pintaric

YOUNGSTOWN, Ohio

Rita Mae Pintaric

YOUNGSTOWN, Ohio

William Richard Pintaric

YOUNGSTOWN, Ohio

05

Office Locations

YOUNGSTOWN, Ohio

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Data sourced from SEC Form ADV filings. STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. (CRD# 7365) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.