Paul Delongis, financial advisor Altoona PA
83 score

Paul Delongis

CRD Number: 1053118
Current Firm: Stifel, Nicolaus & Company, Incorporated

Paul Delongis (CRD# 1053118) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Altoona, PA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Altoona, PA Feb 2016 - Current < 1
Rbc Capital Markets Corporation Hollidaysburg, PA Mar 2009 - Feb 2016 6
Ferris, Baker Watts, Inc. Hollidaysburg, PA Oct 1999 - Mar 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1982
S65 NASAA Investment Advisors Law Examination Apr 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Paul J. Delongis
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
83

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