Christopher
Paganelli

Stifel, Nicolaus & Company, Inc

CRD#5906775
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Christopher Paganelli is a financial advisor working in Walnut Creek, California, with 6 years of industry experience. Paganelli is on the advisory team at Stifel, Nicolaus & Company, Inc. During their career, Paganelli has held roles at Morgan Stanley Smith Barney, Ubs Financial Services Inc and Stifel Nicolaus & Co Inc. Paganelli has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Stifel, Nicolaus & Company, Inc is a registered investment company headquartered in Saint Louis, MO. The investment advisory business has offices in 459 locations and a total of 6,729 financial advisors. It handles $133 billion in assets under management among its 334,814 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 1,312 charities and foundations. Of its 334,814 customer accounts, 24% are held by high-net-worth clients who have greater than $1 million in investable assets. The company provides a number 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. A financial advisor's fee schedules largely vary depending on which services are provided. However, fees charged by Stifel, Nicolaus & Company, Inc most likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

Office Location

500 Ygnacio Valley Road, Suite 490
Walnut Creek, CA 94596

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

CA Average: 458
Total Number of Accounts

334,814

CA Average: 33,415
Average Account Size

$395,894

CA Average: $343,232

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

Christopher Paganelli Work History

Christopher has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Stifel Nicolaus & Co Inc

2013 - 2017 (4 years)

Ubs Financial Services Inc

2011 - 2013 (2 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Paganelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Gregory Buckner
Wilmington, NC
Margaret Mcmanis
Palm Beach Gardens, FL
Raymond Demonte
Fairport, NY
Mark Kopkin
Atlanta, GA
Daniel Robertson
Saint Louis, MO
Zachary Hope
Frisco, TX
Morgan Nix
Mobile, AL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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