Luke Donenfeld
Luke Donenfeld is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Hauppauge, NY, with 29 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 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788
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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
Luke is the President of Coastwise Realty Inc., managing a rental property for sale, and President of Coastwise Realty Co LLC, managing a single-family rental property. He also serves as Treasurer for the Harry Donenfeld Foundation, reviewing their fee-based investment account.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
First Empire Asset Management, INC
First Empire Securities, INC.Broker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Bear Stearns Asset Management INC
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Vista Fund Distributors, INC.Broker
Van Kampen American Capital Distributors, INC.Broker
Fortis Investors, INC.Broker
State Registrations16 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.