John Piccolo, financial advisor Saint Marys PA
90 score

John Piccolo

CRD Number: 6257562
Current Firm: Stifel, Nicolaus & Company, Incorporated

John Piccolo (CRD# 6257562) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Marys, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus St. Mary's, PA Sep 2013 - Current 4
Penn State University State College, PA Jul 1999 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for John D. Piccolo
Phone Number: 314-342-2000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    53,887
    MILLIONS
  • Total Number of Accounts
    141,170
    ACCOUNTS
  • Average Account Value
    $381,719
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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