Bryan Nathanael Benelli
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 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
10 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedMar 2023 to now
- Red Tower AdvisorsSep 2021 to Mar 2023
- Jackson Hewitt Tax Services, Inc.Dec 2020 to May 2022
- Boston Institute of Finance/brett Danko LLCAug 2020 to Nov 2020
- Financial Planning AssociationJun 2020 to Jul 2020
- N/aApr 2020 to Jul 2020
- Bryant UniversitySep 2018 to Mar 2020
- N/aJan 2017 to Sep 2018
- Azul Hospitality GroupApr 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7425949
- Firm CRD
- 793