George Prezioso
George Prezioso is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Brooklyn, NY, 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
478 Bay Ridge Parkway, Lower Level, Brooklyn, NY, 11209
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Regulatory History (1)
Customer Dispute
March 2005Other Business Activities
George is a board member for Bay Ridge Catholic Academy, spending minimal time voting on school-related decisions. He is also a board member for the Bay Ridge Historical Society, dedicating minimal time to discussing local historical events.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
State Registrations21 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.