Todd Belfiore
Todd Belfiore is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Tampa, FL, with 36 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
100 North Tampa Street, Suite 1750, Tampa, FL, 33602
Get directionsHistory
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
Todd is a board member for the Brett Favre Fourward Foundation, supporting charities for underserved children, disabled children, and breast cancer patients, dedicating minimal time. He is also a board director for the Italian Invitational, a non-profit charity, spending minimal time helping run a golf tournament.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Raymond James & Associates, INC.Broker
Prudential Securities IncorporatedBroker
J. W. Gant & Associates, INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations22 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.