Vincent
Rojas

Stifel, Nicolaus & Company, Inc

CRD#6018354
Investment Advisor
in Hackensack, NJ

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About this Advisor

Vincent Rojas is a certified financial planner operating in Hackensack, New Jersey, who has been in the advisory business for 10 years. Rojas works at Stifel, Nicolaus & Company, Inc. They have spent all of their career at Stifel, Nicolaus & Company, Inc. Rojas has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey and Texas. Stifel, Nicolaus & Company, Inc is an advisory company that has its headquarters in Hackensack, New Jersey. The firm has offices in 434 locations and a total of 6,384 people on staff. It handles $149 billion in assets under management across its 316,625 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 1,274 charitable organizations. Of its 316,625 client accounts, 27% belong to high-net-worth investors who have more than $1 million in investable assets. Stifel, Nicolaus & Company, Inc 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 largely are based on which services the firm provides the client. However, fees charged by Stifel, Nicolaus & Company, Inc likely are comprised of some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

433 Hackensack Avenue 8Th Floor
Hackensack, NJ 07601

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

NJ Average: 458
Total Number of Accounts

316,625

NJ Average: 33,415
Average Account Size

$469,203

NJ 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

Vincent Rojas Work History

Vincent has 10 years of experience.

2012 - Present (10 years)

Stifel, Nicolaus & Company, Inc

Disclosures

Vincent Rojas has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Patrick Dammert
Covington, KY
Benjamin Hammes
Overland Park, KS
Thomas Lane
Frederick, MD
David Lee
San Diego, CA
Rahn Lund
Rochester, MN
Cindy Bergin
Paso Robles, CA
Aislinn Baker
Bellevue, WA

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.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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