Robert Vanes
Robert Vanes is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Canfield, OH, 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
6575 Seville Drive, Canfield, OH, 44406
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2001Other Business Activities
Robert is a member of the Finance and Audit Committee for Catholic Charities Diocese of Youngstown and a member of the Finance Committee for Ursuline Sisters of Youngstown. He advises both organizations on their finances, dedicating minimal time to each.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Mcdonald Investments INC.Broker
State Registrations27 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.