Antonel Urdes
Antonel Urdes is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Portland, OR, with 27 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
121 SW Morrison, Suite 1800, Portland, OR, 97204
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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.
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Antonel is the President Elect and a board member of Congregation Beth Israel, dedicating about 10-20% of his time to community building and financial sustainability. He also serves on the Parent Finance Committee for the French International School of Oregon, spending minimal time representing parents' perspectives on the school's financial sustainability.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wma Securities, INC.Broker
State Registrations26 states
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