David Irish
David Irish is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Dublin, OH, with 35 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
6636 Longshore Street, Suite 280, Dublin, OH, 43017
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2001Other Business Activities
David is involved with Our Lady of Lourdes Catholic Church's finance committee and volunteers with Saint Vincent De Paul, dedicating minimal time to each. He also ushers at Ohio State University home football games.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Butler, Wick & CO., INC.
Butler, Wick & CO., INC.Broker
Advest, INC.
Advest, INC.Broker
Painewebber IncorporatedBroker
J.C. Bradford & CO.Broker
State Registrations15 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.