Gerardo
Fuentes
Stifel, Nicolaus & Company, Inc
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About this Advisor
Gerardo Fuentes is a financial advisor based in Dallas, Texas, working with Stifel, Nicolaus & Company, Inc. Gerardo has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Stifel, Nicolaus & Company, Inc. Gerardo has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Gerardo is part of Stifel, Nicolaus & Company, Inc, which operates out of Dallas, Texas. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$149,248,936,163
6,534
348,524
$428,231
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
Gerardo Fuentes Work History
Stifel, Nicolaus & Company, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Gerardo Fuentes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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