Danielle
Cefalu

Stifel, Nicolaus & Company, Inc

CRD#6023765
Investment Advisor
in Saratoga Springs, NY

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About this Advisor

Danielle Cefalu is a financial advisor based out of Saratoga Springs, New York, who has been in the industry for 10 years. Cefalu is an employee of Stifel, Nicolaus & Company, Inc. Throughout their career, Cefalu has worked at Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley, Janney Montgomery Scott LLC and Stifel Nicolaus & Co Inc. Cefalu has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut. Stifel, Nicolaus & Company, Inc is a registered investment company that has its headquarters in Saratoga Springs, New York. It has offices in 434 locations and a total of 6,384 financial advisors. It controls $149 billion in total assets across its 316,625 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 1,274 charities and foundations. Of its 316,625 accounts, 27% are associated with high-net-worth individuals who have more than $1 million in investable assets. Stifel, Nicolaus & Company, Inc provides a diverse 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. Financial management fee schedules depend on which services are provided. However, fees charged by Stifel, Nicolaus & Company, Inc most likely are comprised of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

Yes

Office Location

18 Division Street Suite 209 and 211A
Saratoga Springs, NY 12866

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

NY Average: 458
Total Number of Accounts

316,625

NY Average: 33,415
Average Account Size

$469,203

NY 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

Danielle Cefalu Work History

Danielle has 10 years of experience.

2021 - Present (1 year)

Stifel Nicolaus & Co Inc

2015 - 2015 (< 1 year)

Morgan Stanley

2015 - 2021 (6 years)

Janney Montgomery Scott LLC

2012 - 2015 (3 years)

Bank Of America, N.A

2012 - 2015 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Danielle Cefalu has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Michael Todd
Lincoln, NE
Beau Bryant
Wenatchee, WA
Aron Ewen
Honolulu, HI
Cindy Bergin
Paso Robles, CA
Michael Landau
Ketchum, ID
Jack Nicholl
Saint Louis, MO
Elliot Treece
Paducah, KY

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.

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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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