Michael Long
Michael Long is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Venice, FL, 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
218 Harbor Drive South, Venice, FL, 34285
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Regulatory History (2)
Customer Dispute
March 2016Customer Dispute
November 2003Other Business Activities
Michael is a board member of the Anchorage Homeowners Association, dedicating minimal time annually. He also serves on the finance committee for Mission Valley Country Club, spending minimal time monthly, and is a voting member on the Church of Redeemer Endowment Fund board, dedicating minimal time quarterly.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations3 states
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.