Donald Vincenti
Donald Vincenti is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Fresno, CA, with 45 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
7112 N. Fresno Street, 180, Fresno, CA, 93720
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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
Donald is the treasurer for Central Valley BMW Riders, spending minimal time managing dues and cash flow. He also serves on the finance committee and board of directors for Sunnyside Country Club, dedicating minimal time to discussing budget needs and providing input on club operations.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Everen Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
State Registrations25 states
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