Todd BelfioreCRD Number: 1952360
Current Firm: Stifel, Nicolaus & Company, Incorporated
Todd Belfiore (CRD# 1952360) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Tampa, FL and has over 27 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Stifel Nicolaus & Co Inc.||Tampa, FL||Jun 2013 - Current||3|
|Ubs Financial Services Inc.||Tampa, FL||Jul 2000 - Jun 2013||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- 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)
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