Ben
Palazzo

Stifel, Nicolaus & Company, Inc

CRD#1514809
Investment Advisor
in Tucson, AZ

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About this Advisor

Ben Palazzo is a financial advisor operating in Tucson, Arizona, with a total of 10 years of work experience. Palazzo currently works for Stifel, Nicolaus & Company, Inc. They have spent the entirety of their time as a financial advisor at Stifel, Nicolaus & Company, Inc. Palazzo maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Arizona. Stifel, Nicolaus & Company, Inc is an advisory company based in Tucson, Arizona. The firm has offices in 431 locations and a total of 6,153 financial advisors. It controls $98 billion in total assets among its 244,516 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 1,031 charities and foundations. Of its 244,516 accounts, 40% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which service is provided. However, fees billed by Stifel, Nicolaus & Company, Inc may include some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

4380 N Campbell Avenue Suite 201
Tucson, AZ 85718

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

AZ Average: $11,469,110,461
Total Number of Employees

6,153

AZ Average: 458
Total Number of Accounts

244,516

AZ Average: 33,415
Average Account Size

$399,512

AZ Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Ben Palazzo Work History

Ben has 10 years of experience.

2010 - Present (11 years)

Stifel Nicolaus & Co Inc

Disclosures

Ben Palazzo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Jill Landefeld
Washington, DC
John Ark
Honolulu, HI
Curtis Finnicum
Great Falls, MT
Katherine Hall
New York, NY
Richard Kohn
Montgomery, AL
Craig Siena
New York, NY
Suzanna Otte
Cincinnati, OH

This content was compiled from the SEC and FINRA.

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