Diego
Canalda

Stifel, Nicolaus & Company, Inc

CRD#2952690
Investment Advisor
in Miami, FL

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About this Advisor

Diego Canalda is a financial advisor based in Miami, Florida, working with Stifel, Nicolaus & Company, Inc. Diego has previously held positions at Raymond James & Associates, Inc, Stifel, Nicolaus & Company, Inc, and Deutsche Bank Securities Inc. Diego has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Diego is part of Stifel, Nicolaus & Company, Inc, which operates out of Miami, 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 63, 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

1001 Brickell Bay Suite 2502 and Suite 2908
Miami, FL 33131

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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

Diego Canalda Work History

2023 - Present (1 year)

Stifel, Nicolaus & Company, Inc

2016 - 2023 (7 years)

Raymond James & Associates, Inc

2014 - 2016 (2 years)

Deutsche Bank Securities Inc

Disclosures

Please visit the SEC profile of Diego Canalda 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 Laurell
Harwich, MA
Michelle Marks
Louisville, KY
Joe Bozarth
Woodway, TX
Macgregor Hunter
Carlsbad, CA
Eduardo Delgado
Miami, FL
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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