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CFP

Vincent Vibostok

Stifel, Nicolaus & Company, Incorporated
5 Years of Experience
Johnstown, PA
Broker
View SEC Summary
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Vincent Vibostok is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Johnstown, PA, with 5 years of industry experience. Vincent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.

Stifel, Nicolaus & Company, Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3355 advisors
Number of Clients
236,191 clients
Average Client Portfolio
$836K average
Assets Under Management
$197.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1407 Eisenhower Blvd., Richland Sq. Ii Suite 101, Johnstown, PA, 15904

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Vincent is an advisory board member for Easterseals Western and Central Pennsylvania, a non-profit providing health and human services. He spends minimal time providing feedback at board meetings for fundraising events.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
February 2025 - Present · 1 yr 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Janney Montgomery Scott LLC
June 2021 - February 2025 · 3 yrs 8 mos
Janney Montgomery Scott LLCBroker
May 2021 - February 2025 · 3 yrs 9 mos
State Registrations14 states
COFLLAMDNCNJNYOHPASCTNTXVAWV
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.
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