David Bennett, financial advisor Canfield OH

David Bennett

CRD Number: 863683
Current Firm: Stifel, Nicolaus & Company, Incorporated

David Bennett (CRD# 863683) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Canfield, OH and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Canfield, OH Mar 2009 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for David C. Bennett
Phone Number: 314-342-2000
Registered State(s):
  • OH
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
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)
  • Educational seminars/workshops
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, WY

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