Joel
Davidman

Stifel, Nicolaus & Company, Inc

CRD#861180
Investment Advisor
in Los Angeles, CA
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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

Series 63, Series 65, Certified Financial Planner

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

2121 Avenue Of The Stars (Fox Plaza) Suite 2100
Los Angeles, CA 90024

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$74,649,055,670

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

5,746

CA Average: 458
Total Number of Accounts

216,315

CA Average: 33,415
Average Account Size

$345,094

CA 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

Joel Davidman Work History

Joel has 11 years of experience.

2015 - Present (4 years)

Stifel Nicolaus & Co Inc

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Joel Davidman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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