Michael Nitka
Michael Nitka is a CFA-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in New York, NY, 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
787 7th Avenue, New York, NY, 10019
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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 is involved in several outside business activities, including serving on committees for the Borough and Town of Fair Haven, being an advisory board member for 51 Vets, working as a ski instructor, and serving on the board of directors for the Military Family Advisory Network. These activities take up a few hours per week.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Cantor Fitzgerald & CO.Broker
UBS Securities LLCBroker
Credit Suisse Securities (USA) LLCBroker
Banc of America Securities LLCBroker
State Registrations53 states
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