MS
MS

Michael Stiuso

41 Years of Experience
Garden City, NY
Broker

Michael Stiuso is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Garden City, NY, with 41 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

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.

Loading...

Location

1225 Franklin Avenue, Suite 150, Garden City, NY, 11530

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
March 2024 - Present · 2 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Credit Agricole Securities (USA) INC.Broker
July 2014 - January 2023 · 8 yrs 6 mos
Janney Montgomery Scott LLCBroker
December 2010 - June 2014 · 3 yrs 6 mos
Jvb Financial Group, LLCBroker
May 2009 - October 2010 · 1 yr 5 mos
Cantor Fitzgerald & CO.Broker
July 2008 - February 2009 · 7 mos
Bnp Paribas Securities CORP.Broker
September 2007 - May 2008 · 8 mos
Calyon Securities (USA) INCBroker
February 2006 - August 2007 · 1 yr 6 mos
First Albany Capital INC.Broker
January 2001 - February 2006 · 5 yrs 1 mo
Credit Suisse First Boston CorporationBroker
November 1999 - October 2000 · 11 mos
Cibc World Markets CORP.Broker
June 1998 - December 1999 · 1 yr 6 mos
Deutsche Morgan Grenfell INC.Broker
September 1994 - June 1998 · 3 yrs 9 mos
R. W. Pressprich & CO., INC.Broker
December 1992 - August 1994 · 1 yr 8 mos
Banca Imi Securities CORP.Broker
September 1991 - November 1992 · 1 yr 2 mos
Yamaichi International (america) INC.Broker
July 1991 - August 1991 · 1 mo
Banca Imi Securities CORP.Broker
April 1991 - July 1991 · 3 mos
Mabon, Nugent & CO.Broker
September 1989 - April 1991 · 1 yr 7 mos
Underwood, Neuhaus & CO., IncorporatedBroker
May 1989 - September 1989 · 4 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
March 1986 - April 1989 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1983 - February 1986 · 3 yrs 1 mo
State Registrations8 states
CACTFLILNJNYRIVA
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.
Michael Stiuso - Financial Advisor | TrueAdvisor