Robert Buttarazzi
Robert Buttarazzi is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Frederick, MD, with 34 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
Creekside Plaza 50 Citizen'S Way, Suite 200, Frederick, MD, 21701
Get directionsHistory
Regulatory History (1)
Regulatory
March 1996Other Business Activities
Robert is the Golf Chairman for the Lido Civic Club, a civic organization, and runs their annual golf tournament to raise funds for their scholarship program. This activity requires minimal time annually and is not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Wheat, First Securities, 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.