Paul Delongis
Paul Delongis is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Altoona, PA, with 44 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
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, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
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 Registrations16 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.
Exams
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