Brian GordonCRD Number: 6341412
Current Firm: Stifel, Nicolaus & Company, Incorporated
Brian Gordon (CRD# 6341412) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hauppauge, NY and has over 2 years of experience in the finance industry.
Park Avenue Securities LLC
American Portfolios Advisors, Inc.
J.p. Morgan Securities LLC
|Stifel, Nicolaus & Company||Hauppauge, NY||Mar 2019 - Current||2|
|First Empire Securities||Hauppauge, NY||Aug 2015 - Mar 2019||3|
|Marist College||Poughkeepsie, NY||Aug 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management117,820MILLIONS
Total Number of Accounts279,563ACCOUNTS
Average Account Value$421,444
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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