Be advised. This firm is no longer registered.

Sterne Agee Investment Advisor Services, Inc.

Sterne Agee Investment Advisor Services, Inc. (CRD# 7365) is a financial advisory firm headquartered in Youngstown, OH. They manage $462,336,597 in 3,594 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    462
    MILLION
  • Total Number of Accounts
    3,594
    ACCOUNTS
  • Average Account Value
    $128,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV

Financial Advisors at Sterne Agee Investment Advisor Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Robert W. Danuloff
CRD#: 5495861
3568 Oakstone Drive, Ontario, OH 44903
100
Wealthminder
score

Robert Danuloff (CRD# 5495861) is an Investment Advisor Representative working at Sterne Agee Investment Advisor Services, Inc. in Mansfield and Columbus, Ohio and has over 16 years of experience in the finance industry.

2
Michael J. Ciccone
CRD#: 4587133
800 Shades Creek Parkway, Suite 815, Birmingham, AL 35209
98
Wealthminder
score

Michael Ciccone (CRD# 4587133) is an Investment Advisor Representative working at Sterne Agee Investment Advisor Services, Inc. in Birmingham, AL and has over 13 years of experience in the finance industry.

3
Durbin D. McDermott
CRD#: 326602
800 Shades Creek Parkway, Suite 815, Birmingham, AL 35209
88
Wealthminder
score

Durbin McDermott (CRD# 326602) is an Investment Advisor Representative working at Sterne Agee Investment Advisor Services, Inc. in Birmingham, AL and has over 23 years of experience in the finance industry.

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