John
Piccolo

Stifel, Nicolaus & Company, Inc

CRD#6257562
Investment Advisor
in Saint Marys, PA

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About this Advisor

John Piccolo is a financial advisor who works out of Saint Marys, Pennsylvania, who has 9 years of relevant experience. Piccolo works at Stifel, Nicolaus & Company, Inc. Over the course of their career, Piccolo has held roles at Stifel Nicolaus and Penn State University. Piccolo maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Pennsylvania and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory business based out of Saint Louis, MO. It has offices in 459 locations and a total of 6,729 people on staff. It has $133 billion in total assets among its 334,814 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 1,312 charities and foundations. Of its 334,814 accounts, 24% belong to high-net-worth investors who have more than $1 million in assets. Stifel, Nicolaus & Company, Inc has a number 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. Fees for financial management largely are based on the type of financial services offered. However, fee types charged by Stifel, Nicolaus & Company, Inc most likely include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

Office Location

357 Brussels Street
Saint Marys, PA 15857

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

PA Average: 458
Total Number of Accounts

334,814

PA Average: 33,415
Average Account Size

$395,894

PA 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

John Piccolo Work History

John has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

Stifel Nicolaus

1999 - Present (25 years)

Penn State University

*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 John Piccolo 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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