RD
RD

Russell Dibenedetto

19 Years of Experience
New York, NY
1 DisclosureBroker

Russell Dibenedetto is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in New York, NY, with 19 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

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.

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Location

1095 Avenue of the Americas, 3rd & 4th Floors, New York, NY, 10036

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History

Regulatory History (1)
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Employment Separation After Allegations
December 2015
Other Business Activities

Russell is the Vice President and Treasurer of the DiBenedetto Family Foundation, a non-profit organization, since 2002. He spends minimal time writing checks and executing contracts for the foundation.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
February 2016 - Present · 10 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2008 - January 2016 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2006 - January 2016 · 9 yrs 8 mos
State Registrations52 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.