Stifel, Nicolaus & Company, Inc
About this Advisor
Daniel Long is a financial advisor working in Sarasota, Florida, with a total of 10 years in the industry. Long is an employee of Stifel, Nicolaus & Company, Inc. Throughout their career, they have worked at Atlantic Cape Community College, Flagler College, Ubs Financial Services, Congress Hall, Dicks Wings, Clean Team Wildwood, Macks Pizza and Stifel Nicolaus & Co Inc. Long holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Florida and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory firm that has its headquarters in Sarasota, Florida. It has offices in 434 locations and a total of 6,384 employees. It manages $149 billion in total assets between its 316,625 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 1,274 charities and foundations. Of its 316,625 client accounts, 27% are associated with high-net-worth investors who have at least $1 million in assets. The company has 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. Fees charged by financial advisors are based on the financial services. Fees charged by Stifel, Nicolaus & Company, Inc most likely 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
- Educational seminars/workshops
Daniel Long Work History
Daniel has 10 years of experience.
Stifel Nicolaus & Co Inc
Ubs Financial Services
Atlantic Cape Community College
Clean Team Wildwood
Daniel Long has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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