Daniel
Bryson

Stifel, Nicolaus & Company, Inc

CRD#1572472
Investment Advisor
in Green Valley, AZ

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About this Advisor

Daniel Bryson is a financial advisor based in Green Valley, Arizona, with 11 years of work experience. Bryson currently works for Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Ameriprise Financial Services, Inc and Stifel Nicolaus & Co Inc. Bryson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Stifel, Nicolaus & Company, Inc is an advisory business based in Green Valley, Arizona. The company has offices in 431 locations and a total of 6,153 financial advisors. It controls $98 billion in assets under management among its 244,516 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 1,031 charitable organizations. Of its 244,516 accounts, 40% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm has a number of services, such as 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 usually vary depending on which services the firm provides the client. Fees billed by Stifel, Nicolaus & Company, Inc can be comprised of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

190 West Continental Road Suite 222
Green Valley, AZ 85614

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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

Daniel Bryson Work History

Daniel has 11 years of experience.

2019 - Present (2 years)

Stifel Nicolaus & Co Inc

2009 - 2019 (10 years)

Ameriprise Financial Services, Inc

Disclosures

Daniel Bryson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Robert Barcellona
Washington, DC
Thomas Appleby
Palm Beach, FL
Robert Seibels
Montgomery, AL
Nicholas Perotta
Saint Louis, MO
Andrew Foote
New York, NY
Timothy Wade
Wichita Falls, TX
Joshua Burgan
Indianapolis, IN

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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