Clara Asensio, financial advisor Longmeadow MA
93 score

Clara Asensio

CRD Number: 1956995
Current Firm: Stifel, Nicolaus & Company, Incorporated

Clara Asensio (CRD# 1956995) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Longmeadow, MA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. White Plains, NY Jun 2011 - Current 5
Unemployed Stamford, CT Nov 2010 - Jun 2011 < 1
Ubs Financial Services Inc. Stamford, CT Aug 2007 - Oct 2010 3
Ubs Financial Services Inc. Hartford, CT Jun 2005 - Aug 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Clara T. Asensio
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • CT
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
93
Clean Record
This advisor has a clean track record with regulators.

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