David Brenneis, financial advisor Sandusky OH

David Brenneis

CRD Number: 1392055
Current Firm: Stifel, Nicolaus & Company, Incorporated

David Brenneis (CRD# 1392055) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sandusky, OH and has over 38 years of experience in the finance industry.

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Structured Investment Advisors, LLC
Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Mansfield, OH Nov 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for David A. Brenneis
Phone Number: 314-342-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
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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