Arnez
Rodriguez

Stifel, Nicolaus & Company, Inc

CRD#7450770
Investment Advisor
in New York, NY

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About this Advisor

Arnez Rodriguez is a financial advisor based in New York, New York, working with Stifel, Nicolaus & Company, Inc. Arnez has previously held positions at Stifel Financial Corp, Ibisworld, The City Of Newark Parking Office, Summer Friends Day Camp, University Of Delaware, and Marlboro High School. Arnez has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Arnez is part of Stifel, Nicolaus & Company, Inc, which operates out of New York, New York. 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 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

1095 Avenue Of The Americas 3Rd and 4Th Floors
New York, NY 10036

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

NY Average: 458
Total Number of Accounts

348,524

NY Average: 33,415
Average Account Size

$428,231

NY 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

Arnez Rodriguez Work History

2021 - Present (4 years)

Stifel Financial Corp

2019 - 2021 (2 years)

Ibisworld

2019 - 2019 (< 1 year)

N/A

2017 - 2018 (1 year)

The City Of Newark Parking Office

2016 - 2016 (< 1 year)

Summer Friends Day Camp

2015 - 2019 (4 years)

University Of Delaware

2011 - 2015 (4 years)

Marlboro High School

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Disclosures

Please visit the SEC profile of Arnez Rodriguez 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
Jeffrey Gordon
Conshohocken, PA
Joe Bozarth
Woodway, TX
Franklin Shepard
Montgomery, AL
Anitra Kalagian
Newport Beach, CA
John-Erik Anderson
Bellevue, WA
Michael Stiuso
Garden City, NY
Gregory Gonzales
Greensboro, NC

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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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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