Philip Macdonald
Philip Macdonald is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Melbourne, FL, 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
6769 North Wickham Road, Suite B100, Melbourne, FL, 32940
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2018Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
LPL Financial LLC
LPL Financial LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
H&r Block Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 states
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