Stifel, Nicolaus & Company, Inc
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About this Advisor
Joel Davidman is a certified financial planner located in Los Angeles, California. Currently an investment advisor with Stifel, Nicolaus & Company, Inc, Davidman has 11 years of professional experience in the financial advisory industry. Davidman has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Davidman is registered to work with clients based out of California. Over the course of their career, Davidman has held roles at Morgan Stanley Private Bank, National Association, Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Stifel Nicolaus & Co Inc. Stifel, Nicolaus & Company, Inc is located in Los Angeles, California, and has 362 additional offices in the nation. As a firm, Stifel, Nicolaus & Company, Inc manages $72 billion in assets dispersed across 188,394 accounts and retains more than 5,570 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 123,069 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 24% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Stifel, Nicolaus & Company, Inc can provide portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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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
Joel Davidman Work History
Joel has 11 years of experience.
Morgan Stanley Private Bank, National Association
Stifel Nicolaus & Co Inc
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Joel Davidman has disclosures.
Please visit their SEC profile for more details.