Andrew Manna
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$197.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedApr 2024 to now
- Purshe Kaplan Sterling InvestmentJun 2023 to Mar 2024
- Concurrent Investment Advisors LLC dba Next Retirement SolutionsOct 2021 to Apr 2024
- Concurrent Advisors, Raymond James Financial Services, IncOct 2021 to Apr 2023
- Concurrent Investment Advisors LLCSep 2021 to Apr 2024
- Extended TravelMay 2021 to Oct 2021
- GositeMar 2020 to Aug 2020
- Dunham & AssociatesApr 2019 to Aug 2019
- Stifel Financial CorpMay 2018 to Aug 2018
- San Diego State UniversityAug 2017 to May 2021
- Stifel Financial CorpJun 2017 to Aug 2017
- Monte Vista High SchoolAug 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6970157
- Firm CRD
- 793