Daniel
Long

Stifel, Nicolaus & Company, Inc

CRD#6745225
Investment Advisor
in Sarasota, FL

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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

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

2 North Tamiami Trail
Sarasota, FL 34236

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

FL Average: 458
Total Number of Accounts

316,625

FL Average: 33,415
Average Account Size

$469,203

FL 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
  • Educational seminars/workshops

Daniel Long Work History

Daniel has 10 years of experience.

2019 - Present (3 years)

Stifel Nicolaus & Co Inc

2017 - 2019 (2 years)

Ubs Financial Services

2016 - 2016 (< 1 year)

Macks Pizza

2014 - 2015 (1 year)

Dicks Wings

2013 - 2015 (2 years)

Flagler College

2012 - 2012 (< 1 year)

Atlantic Cape Community College

2012 - 2015 (3 years)

Congress Hall

2012 - 2016 (4 years)

Clean Team Wildwood

Disclosures

Daniel Long has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Gary Phelps
Barrington, IL
Daniel Long
Sarasota, FL
James Fellhauer
Abilene, TX
Joseph Dolan
Garden City, NY
Alan Wolman
Center Valley, PA
Kelsey Feeley
Washington, DC
Sean Dean
Boston, MA

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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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