Daniel Landa
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedApr 2021 to now
- Bank of America, N.A.Jun 2020 to Apr 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Jun 2020
- Sv AngelApr 2019 to Sep 2019
- Uc DavisSep 2017 to Mar 2020
- Fulltime EducationMar 2010 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7243380
- Firm CRD
- 793