Gopalsamy Manoharan
Gopalsamy Manoharan is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Boca Raton, FL, with 39 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
2650 North Military Trail, Suite 400, Boca Raton, FL, 33431
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Gopalsamy is a member of the investment committee for Sri Venkateswara Temple, a religious institution. He helps choose outside money managers and monitor the trust fund account, dedicating minimal time to this activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Ryan Beck & CO.
Ryan Beck & CO.Broker
Morgan Stanley Dw INC.Broker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations14 states
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