Rosario Petrizzo
Rosario Petrizzo is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Orland Park, IL, with 44 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
10310 Orland Parkway, Suite 104, Orland Park, IL, 60467
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2012Customer Dispute
January 1999Customer Dispute
March 1993Other Business Activities
Rosario is the VP of Disabled Patriot Fund, providing assistance to local U.S. veterans and their families. This involves conducting board meetings, proposing policies, and fundraising, taking minimal time.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.