HB
HB

Harold Bindreiter

42 Years of Experience
Fairlawn, OH
Broker

Harold Bindreiter is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Fairlawn, OH, 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
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.

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Location

3600 Embassy Parkway, Suite 200, Fairlawn, OH, 44333

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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.

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Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
January 2007 - Present · 19 yrs 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
January 2007 - Present · 19 yrs 4 mos
Previous Registrations
Mcdonald Investments INC.
October 2005 - February 2007 · 1 yr 4 mos
Mcdonald Investments INC.Broker
June 2001 - February 2007 · 5 yrs 8 mos
H&r Block Financial Advisors, INC.Broker
July 1986 - June 2001 · 14 yrs 11 mos
Ids Financial Services INC.Broker
March 1983 - September 1985 · 2 yrs 6 mos
Ids Marketing CorporationBroker
March 1983 - September 1985 · 2 yrs 6 mos
State Registrations20 states
AZCACOFLILMDMIMNMOMSNCNJNYOHPASCTNTXUTVA
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.