Thomas Udelson
Thomas Udelson is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Pepper Pike, OH, with 41 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
30050 Chagrin Blvd, Suite 300, Pepper Pike, OH, 44124
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
B. Riley Wealth Advisors, INC.
B Riley Wealth Management
B. Riley Wealth ManagementBroker
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
Ferris, Baker Watts, LLC
Ferris, Baker Watts, LLCBroker
Raymond James & Associates, INC.Broker
Roney & CO.Broker
Roney & CO. L.L.C.Broker
Dean Witter Reynolds INC.Broker
State Registrations12 states
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