Stifel, Nicolaus & Company, Inc
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About this Advisor
Daniel Wright is a financial advisor working in Skaneateles, New York who has 7 years of relevant experience. Wright is currently employed by Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Wells Fargo Advisors LLC and Stifel Nicolaus & Co Inc. Wright has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and New York. Stifel, Nicolaus & Company, Inc is a firm based in Saint Louis, MO. It has offices in 459 locations and a total of 6,729 advisors. It manages $133 billion in assets across its 334,814 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 1,312 charities and foundations. Of its 334,814 customer accounts, 24% belong to high-net-worth investors who have greater than $1 million in assets. Stifel, Nicolaus & Company, Inc provides a broad array of services, such as 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 for financial advice vary depending on which service is offered. Fees charged by Stifel, Nicolaus & Company, Inc most likely consist of any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
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Stifel, Nicolaus & Company, Inc Brokerage Details
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
Daniel Wright Work History
Daniel has been registered as a financial advisor for 7 years.*
Stifel Nicolaus & Co Inc
Wells Fargo Advisors LLC
*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.
Please visit the SEC profile of Daniel Wright 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
Saint Louis, MO
Palm Desert, CA
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 email@example.com.
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