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Wachovia Securities grew through the mergers of multiple companies. Its oldest predecessor company, Leopold Cahn & Co. was founded in 1879. One of main Wachovia Securities' predecessor companies was founded in 1934 as the investment firm of J.C. Wheat & Co. Wheat fostered growth through mergers, including the 1971 merger with First Securities that created Wheat First Securities, Inc. and the ...
NISA Investment Advisors (NISA) is an American asset management firm headquartered in Clayton, Missouri. Despite the large size of its assets under management (AUM), the firm maintains a low profile.
The company was founded in 1887 when Albert Gallatin Edwards and his son opened for business in St. Louis. It was the first St. Louis brokerage to handle transactions on the New York Stock Exchange, buying a seat on the NYSE in 1898. [3] Due to increased capital needs for its branch system, A.G. Edwards was among the first brokerage firms to go ...
SoFi was founded in 2011 as a student loan refinancing company. In 2019, SoFi — , short for Social Finance — expanded into investment services, offering a user-friendly platform to new investors.
Wells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri.It is the third largest brokerage firm in the United States as of June 30, 2021 with $1.9 trillion retail client assets under management.
Robert W. Baird & Co. is an American multinational independent investment firm and financial services company. It is the principal U.S. operating subsidiary of Baird, an international, employee-owned firm providing investment banking, capital markets, private equity, wealth management, and asset management services to individuals, corporations, institutional investors, and municipalities.