Rodolfo Milani
Rodolfo Milani is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Coral Gables, FL, with 46 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
2333 Ponce DeLeon Boulevard, Suite 900, Coral Gables, FL, 33134
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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
Rodolfo is involved with several non-profit and educational organizations, including the Hispanic American Center for Economic Research, Friends of UFM, the Churchill Society of South Florida, the James Madison Institute, Americans for Tax Reform, the Mont Pelerin Society, the Econ Club of Miami, and the InterAmerican Institute for Democracy. These activities require minimal time commitment and are not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
B. Riley Wealth Advisors, INC.
B Riley Wealth Management
B. Riley Wealth ManagementBroker
Dominick & Dominick LLC
Dominick & Dominick LLCBroker
Credit Suisse First Boston
Credit Suisse First Boston LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Donaldson Lufkin & Jenrette Securities Corporation
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 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.