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CFP

Paul Vidovich

Stifel, Nicolaus & Company, Incorporated
43 Years of Experience
Greensboro, NC
Broker
View SEC Summary
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Paul Vidovich is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Greensboro, NC, with 43 years of industry experience. Paul 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

629 Green Valley Road, Ste 211, Greensboro, NC, 27408

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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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Other Business Activities

Paul is one of four members owning a beach house through Vidken LLC since 2018. He spends minimal time on this investment-related activity.

Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
May 2014 - Present · 12 yrs 5 mos
Stifel, Nicolaus & Company, Incorporated
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - May 2014 · 6 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2014 · 6 yrs 4 mos
A. G. Edwards & Sons, INC.
March 2004 - January 2008 · 3 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
May 1989 - January 2008 · 18 yrs 8 mos
Atlanta Securities & Investments, INC.Broker
September 1988 - June 1989 · 9 mos
Scott & Stringfellow, INC.Broker
July 1988 - August 1988 · 1 mo
Independence Securities, INC.Broker
April 1983 - August 1988 · 5 yrs 4 mos
State Registrations28 states
ARAZCACTDCDEFLGAINKSMAMEMONCNENJNVNYOHOKPASCTNTXUTVAWAWV
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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