Joseph R Angelillo
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 yearsExperience
2 statesRegistered in
$197.5BFirm assets
51 yearsFirm in business
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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, IncorporatedJan 2025 to now
- StifelJun 2024 to now
- Focused Wealth ManagementSep 2023 to May 2024
- StifelJun 2023 to Jul 2023
- Amish MikeJun 2022 to Apr 2023
- Anthony FrancosDec 2020 to Jun 2024
- Mount Saint Mary CollegeAug 2020 to May 2024
- Pv Park (township of Pequannock Parks & Recreation)May 2018 to Aug 2020
- Pequannock Township High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 7771660
- Firm CRD
- 793