Anthony
Scaglione

Stifel, Nicolaus & Company, Inc

CRD#5642574
Investment Advisor
in Tampa, FL

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About this Advisor

Anthony Scaglione is a financial advisor based in Tampa, Florida, working with Stifel, Nicolaus & Company, Inc. Anthony has previously held positions at UBS Financial Services Inc and Stifel Nicolaus & Co Inc. Anthony has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Anthony is part of Stifel, Nicolaus & Company, Inc, which operates out of Tampa, Florida. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

100 North Tampa Street Suite 1750
Tampa, FL 33602

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

FL Average: 458
Total Number of Accounts

348,524

FL Average: 33,415
Average Account Size

$428,231

FL 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

Anthony Scaglione Work History

2015 - Present (9 years)

Stifel Nicolaus & Co Inc

2009 - 2015 (6 years)

Ubs Financial Services Inc

Disclosures

Please visit the SEC profile of Anthony Scaglione 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
Paul Vidovich
Greensboro, NC
Michelle Marks
Louisville, KY
Franklin Shepard
Montgomery, AL
Gregory Gonzales
Greensboro, NC
Michael Stiuso
Garden City, NY
Lawrence Stater
Santa Rosa, CA
Beaux Johnston
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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