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Janet Stamato

39 Years of Experience
Hackensack, NJ
1 DisclosureBroker

Janet Stamato is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Hackensack, NJ, with 39 years of industry experience. Janet 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
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
—
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Location

433 Hackensack Avenue, 8th Floor, Hackensack, NJ, 07601

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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
August 1996
Settled
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
June 2018 - Present · 8 yrs 4 mos
Stifel, Nicolaus & Company, Incorporated
June 2018 - Present · 8 yrs 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Morgan Stanley
June 2009 - June 2018 · 9 yrs
Morgan StanleyBroker
June 2009 - June 2018 · 9 yrs
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
UBS Financial Services INC.
January 2007 - March 2009 · 2 yrs 2 mos
UBS Financial Services INC.Broker
November 2000 - March 2009 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1996 - December 2000 · 4 yrs 5 mos
Halpert and Company, INC.Broker
June 1987 - July 1996 · 9 yrs 1 mo
State Registrations22 states
AZCACOCTDEFLGAMAMEMOMTNCNJNVNYORPASCTNTXVAWI
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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Janet Stamato - Financial Advisor | TrueAdvisor