Steven Danieli
Steven Danieli is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Morristown, NJ, with 42 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
305 Madison Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (5)
Customer Dispute
May 2012Regulatory
December 2003Customer Dispute
December 2001Customer Dispute
August 2000Regulatory
April 1994Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Ryan Beck & CO.
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
Shearson Lehman Hutton INC.Broker
Prudential-Bache Securities INC.Broker
Northfield Investments INC.Broker
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.