Erik
Vilato

Stifel, Nicolaus & Company, Inc

CRD#6452396
Investment Advisor
in New York, NY
Are you Erik Vilato? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Erik Vilato is a chartered financial analyst based out of New York, New York, who has been in the financial industry for 12 years. Vilato is currently employed by Stifel, Nicolaus & Company, Inc. Throughout their career, Vilato has worked at Stifel, Nicolaus & Company, Inc, Barclays Capital Inc and Whippoorwill Associates, Inc. Vilato has a Series 63 license, qualifying them as a securities representative, and can advise clients in Pennsylvania and Texas. Stifel, Nicolaus & Company, Inc is a registered investment firm that has its headquarters in New York, New York. It has offices in 362 locations and a total of 5,570 advisors. It administers $72 billion in total assets between its 188,394 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 852 charities and foundations. Of its 188,394 client accounts, 24% are associated with high-net-worth individuals who have at least $1 million in investable assets. Stifel, Nicolaus & Company, Inc has a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely are based on the type of services provided. Fees billed by Stifel, Nicolaus & Company, Inc likely include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

12 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$74,649,055,670

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

5,746

NY Average: 458
Total Number of Accounts

216,315

NY Average: 33,415
Average Account Size

$345,094

NY Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Erik Vilato Work History

Erik has 12 years of experience.

2015 - Present (4 years)

Stifel, Nicolaus & Company, Inc

2015 - 2015 (0 years)

Barclays Capital Inc

2006 - 2015 (9 years)

Whippoorwill Associates, Inc

Disclosures

Erik Vilato has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started