Daniel
Divine

Stifel, Nicolaus & Company, Inc

CRD#2731289
Investment Advisor
in Ames, IA
Are you Daniel Divine? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Divine is an investment advisor whose office is in Ames, Iowa. Currently an advisor at Stifel, Nicolaus & Company, Inc, they have gathered 12 years of professional experience. Divine maintains Series 63, Series 65 and Series 66 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Divine is able to work with customers based out of Iowa and Texas. Over the course of their career, Divine has held roles at Ubs Financial Services Inc and Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is located in Ames, Iowa, and has 362 locations in the country. As an advisor firm, Stifel, Nicolaus & Company, Inc oversees $72 billion in assets throughout 188,394 accounts and retains more than 5,570 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. The firm manages 123,069 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the firm's investors are high-net-worth individuals, meaning they have more than $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, Series 66

Years of Experience

12 years

Services Offered

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

No

Office Location

515 Grand Avenue
Ames, IA 50010

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$71,482,841,447

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

5,570

IA Average: 458
Total Number of Accounts

188,394

IA Average: 33,415
Average Account Size

$379,433

IA Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory 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

Daniel Divine Work History

Daniel has 12 years of experience.

2009 - Present (10 years)

Stifel, Nicolaus & Company, Inc

2006 - 2009 (3 years)

Ubs Financial Services Inc

Disclosures

Daniel Divine has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started