Donald Debiase
Donald Debiase is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Southbury, CT, with 34 years of industry experience. Donald 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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
Location
465 Heritage Road, Southbury, CT, 06488
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2007Other Business Activities
Donald is a board member at Holy Cross High School, overseeing scholarship funds. He spends minimal time on this activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, INC.Broker
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
State Registrations12 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.
Exams
More Advisors
- Christopher MetcalfStifel, Nicolaus & Company, Incorporated
- Leonard Manz, CFPJ.P. Morgan Securities LLC
- Michael Burke, CFP, ChFCSanctuary Advisors, LLC
- Alan Green, CFP
- Steven Haas, CFPAmeriprise Financial Services, LLC
- Andrew Heatley, CFP