TrueAdvisor
TrueAdvisor
BT
CFP
BT
CFP

Bernard Anthony Tessitore

Stifel Independent Advisors, LLC
36 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Stifel Independent Advisors, LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
7,580 clients
Average Client Portfolio
$578K average
Assets Under Management
$4.4B

Fee Structure

Minimum Investment:$50K

Location

New Orleans, LA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Stifel Independent Advisors, LLC
January 2004 - Present · 22 yrs 1 mo
Stifel Independent Advisors, LLCBroker
January 2004 - Present · 22 yrs 1 mo
Previous Registrations
Raymond James Financial Services, INC.Broker
August 2000 - December 2003 · 3 yrs 4 mos
New England SecuritiesBroker
September 1990 - August 2000 · 9 yrs 11 mos
The Mutual Life Insurance Company of New YorkBroker
September 1989 - September 1990 · 1 yr
Mony Securities CORP.Broker
September 1989 - September 1990 · 1 yr
State Registrations7 states
ARCAFLLAMSOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.