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Edward Valdettaro

Stifel, Nicolaus & Company, Incorporated
44 Years of Experience
Zionsville, IN
1 DisclosureBroker
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Edward Valdettaro is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Zionsville, IN, with 44 years of industry experience. Edward 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.

Stifel, Nicolaus & Company, Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3355 advisors
Number of Clients
236,191 clients
Average Client Portfolio
$836K average
Assets Under Management
$197.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1620 W. Oak Street, Suite 101, Zionsville, IN, 46077

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2013
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other 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
May 2005 - Present · 21 yrs 5 mos
Stifel, Nicolaus & Company, IncorporatedBroker
May 2005 - Present · 21 yrs 5 mos
Previous Registrations
Mcdonald Investments INC.Broker
September 1998 - May 2005 · 6 yrs 8 mos
Natcity Investments, INC.Broker
July 1995 - September 1998 · 3 yrs 2 mos
Raffensperger, Hughes & CO., INC.Broker
October 1989 - July 1995 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1982 - October 1989 · 7 yrs 3 mos
State Registrations36 states
ALARAZCACOCTFLGAHIIAILINKSKYLAMDMEMIMNMOMSNCNENJNVNYOHORPASCTNTXVAVTWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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