Debra Weiner
Debra Weiner is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in White Plains, NY, with 42 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
4 West Red Oak Lane, Suite 101, White Plains, NY, 10604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Debra is an executive committee member of the Westchester Jewish Council, attending monthly meetings. She also serves on a committee for the UJA Federation of New York Westchester Division, assisting with their philanthropic mission.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Ryan Beck & CO.
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
First Albany CorporationBroker
Firstmark Securities, INC.Broker
Prudential-Bache Securities INC.Broker
The Dreyfus Service CorporationBroker
State Registrations34 states
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