Paul Delongis
Paul Delongis is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Altoona, PA, with 43 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
180 Charlotte Drive, Suite 100, Altoona, PA, 16601
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2005Customer Dispute
November 1999Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Ferris, Baker Watts, LLC
Ferris, Baker Watts Incorporated
Ferris, Baker Watts, LLCBroker
Painewebber IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Masten INC.Broker
Dean Witter Reynolds INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations14 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.