Michael Battistelli
Michael Battistelli is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Lebanon, PA, with 21 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
600 Isabel Drive, Lebanon, PA, 17042
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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
Michael serves on the board of directors for the Lebanon Community Library and the Lebanon County Library District Board, dedicating minimal time to each. He is also the Chairman of the Board for the Lebanon Valley Economic Development Corp and a member of the Finance Committee for St. Paul the Apostle Church, spending minimal time on each of these roles as well.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Ryan Beck & CO.
Ryan Beck & CO.Broker
Advest, INC.Broker
State Registrations27 states
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