Nicandro Albert (CRD# 7069629) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has 1 year of experience in the finance industry.
CRD# 707104
Ubs Financial Services Inc.
CRD# 1385904
Andresen & Associates Inc.
CRD# 1395674
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Stifel | Monterey, CA | May 2023 - Current | 1 |
Matthew Albert Tile | Monterey, CA | Jun 2021 - May 2023 | 1 |
Aj Houston Financial Services | Monterey, CA | Feb 2019 - Jun 2021 | 2 |
Matthew Albert Tile | Monterey, CA | Aug 2016 - Jan 2019 | 2 |
N/a | Monterey, CA | Aug 2016 - Jan 2017 | < 1 |
San Francisco State University | San Francisco, CA | Aug 2011 - Jun 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2022 |
S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- CA
- TX
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Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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