Brendon
Vieira

Stifel, Nicolaus & Company, Inc

CRD#7176711
Investment Advisor
in West Harrison, NY

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About this Advisor

Brendon Vieira is a financial advisor based out of West Harrison, New York. Vieira works at Stifel, Nicolaus & Company, Inc. Throughout their career, Vieira has worked at Stifel, Connect Kids Ct, Vyne LLC, City Of Waterbury, Ion Bank, Student Full Time - University Of Connecticut, Student - Naugatuck High School and Student - City Hill Middle School. Vieira has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut, New York and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory firm based in Saint Louis, MO. The firm has offices in 459 locations and a total of 6,729 employees. It has $133 billion in total assets across its 334,814 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 1,312 charitable organizations. Of its 334,814 client accounts, 24% belong to high-net-worth investors who have more than $1 million in investable assets. Stifel, Nicolaus & Company, Inc has a broad assortment 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. A financial advisor's fee schedules are based on which service is offered. However, fee types charged by Stifel, Nicolaus & Company, Inc most likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

4 West Red Oak Lane, Suite 101
West Harrison, NY 10604

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

NY Average: 458
Total Number of Accounts

334,814

NY Average: 33,415
Average Account Size

$395,894

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

Brendon Vieira Work History

Brendon has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Stifel

2021 - 2021 (< 1 year)

Connect Kids Ct

2018 - 2019 (1 year)

Vyne LLC

2018 - 2018 (< 1 year)

City Of Waterbury

2017 - 2021 (4 years)

Student Full Time - University Of Connecticut

2016 - 2016 (< 1 year)

Ion Bank

2013 - 2017 (4 years)

Student - Naugatuck High School

2012 - 2013 (1 year)

Student - City Hill Middle School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brendon Vieira 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
Michael Dammert
Covington, KY
Scott Englehardt
Atlanta, GA
Eleanor Jordan
Austin, TX
Cynthia Touchton
Clearwater, FL
Anthony Miller
Gainesville, GA
James Carps
Akron, OH
Nicole Hansen
Bellevue, WA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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