Edward Valdettaro
Edward Valdettaro is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Zionsville, IN, 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
1620 W. Oak Street, Suite 101, Zionsville, IN, 46077
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business Activities
Edward is a co-owner of VB Holdings LLC, a rental property business, since 2022. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Mcdonald Investments INC.Broker
Natcity Investments, INC.Broker
Raffensperger, Hughes & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 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.