AC
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Anthony Campanale

29 Years of Experience
Yardley, PA
1 DisclosureBroker

Anthony Campanale is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Yardley, PA, with 29 years of industry experience. Anthony 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.

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
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Location

790 Township Line Road, Suite 175, Yardley, PA, 19067

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History

Regulatory History (1)
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Criminal
October 1983
Final Disposition
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
September 2008 - Present · 18 yrs 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
June 2007 - Present · 19 yrs 4 mos
Previous Registrations
Ryan Beck & CO.Broker
April 2002 - June 2007 · 5 yrs 2 mos
Gruntal & CO., L.L.C.Broker
July 1997 - May 2002 · 4 yrs 10 mos
State Registrations4 states
CANJNYPA
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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