FINRA's BrokerCheck
(805) 373-8290
[email protected]
Contact Us
Stifel

Tom Eisenstadt, AIFSenior Vice President/Investments

  • Home
  • About Me
  • What to Expect(current)
  • My Process
  • Stifel Services
  • Stifel
    About StifelResearch Capabilities
  • Resources
    Stifel ArticlesNewslettersGlossaryCalculatorsTax Library
  • Contact
  • Contact Us
    [email protected]
    (805) 373-8290
    FINRA's BrokerCheck

What to Expect

My goal is to:



chess piece knight and dollar icons

Be proactive in contacting you when I believe upcoming changes may impact your investment portfolio.





computer and document icons

Conduct periodic update discussions on your portfolio’s performance, detailing performance year-to-date and over the life of the relationship.





people and gears icons

Bring in outside tax, legal, and other outside professionals when necessary.





dollar and arrow icons

Employ a simple and easy-to-understand fee structure – you have a right to know exactly what you are paying and how it is computed.





people meeting at table icon

Provide an annual face-to-face review to discuss prior year results, changes in your needs or objectives, and my strategy and expectations for the coming year.

Connect with Stifel on Social Media

visit us at LinkedInvisit us at Twittervisit us at Facebookvisit us at YouTubevisit us at Instagram

Form CRS

Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 
Your Privacy | Important Disclosures 
Investing involves risk, including the possible loss of principal invested.

Contact Me

Contact Me

E-Mail Address

Phone Number

Toll Free

Find Me On

About Me

Certificates

Licenses

    Awards

      Education

        AR State License

        CA State License