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CFP

David Remey

Stifel, Nicolaus & Company, Incorporated
40 Years of Experience
Daytona Beach, FL
1 DisclosureBroker
View SEC Summary
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David Remey is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Daytona Beach, FL, with 40 years of industry experience. David 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

Cornerstone Office Park, 1530 Cornerstone Blvd, Daytona Beach, FL, 32117

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

David is the owner of Capital Builders LLC, co-owner of Bahama Cay Apartments LLC and R Legacy LLC, 1% owner of Remey Enterprises, and assistant manager at Fairchild Industries LLC, all real estate holding companies. These activities require minimal time commitment.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
August 2009 - Present · 17 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2009 - Present · 17 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - August 2009 · 1 yr 7 mos
Wells Fargo Advisors, LLCBroker
January 2008 - August 2009 · 1 yr 7 mos
A. G. Edwards & Sons, INC.
July 1994 - January 2008 · 13 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
August 1990 - January 2008 · 17 yrs 5 mos
Lehman Brothers INC.Broker
March 1986 - September 1990 · 4 yrs 6 mos
State Registrations30 states
AKALAZCACOCTDCDEFLGAIDILINKYMAMDMIMONCNJNMNYOHORSCTNTXUTVAWA
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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