Gina Accolla, financial advisor Hauppauge NY

Gina Accolla

CRD Number: 2564494
Current Firm: Stifel, Nicolaus & Company, Incorporated

Gina Accolla (CRD# 2564494) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hauppauge, NY and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus And Company, Incorporated Hauppauge, NY Mar 2019 - Current 2
First Empire Securities, Inc. Hauppauge, NY Nov 1994 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1995
S66 NASAA Uniform Combined State Law Examination Jan 2010
Contact Info for Gina M. Accolla
Phone Number: 314-342-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    117,820
    MILLIONS
  • Total Number of Accounts
    279,563
    ACCOUNTS
  • Average Account Value
    $421,444
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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