Deanna Mercurio
Deanna Mercurio is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Redding, CA, with 29 years of industry experience. Deanna 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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
Location
2701 Park Marina Drive, 2nd Floor, Redding, CA, 96001
Get directionsHistory
Regulatory History (1)
Criminal
September 2003Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations33 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.
Exams
More Advisors
- Perry Wright, CFPStifel, Nicolaus & Company, Incorporated
- Mason Wright, CFPStifel, Nicolaus & Company, Incorporated
- Michael Jones, CFPEdward Jones
- Casey Clure, CFPMariner Independent
- Gregory Shaddix, CFPCetera Investment Advisers LLC
- Eric Dues, CFPEdward Jones