Daniel Patrick Long
Financial advisor at Stifel, Nicolaus & Company, Incorporated · Sarasota, FL
Last updated 2026-10-10
Claim your profileDaniel Patrick Long is a financial advisor at Stifel, Nicolaus & Company, Incorporated in Sarasota, FL, CRD 6745225. Licenses and exams on the registration: Series 66. IAPD registration began 2018-05-17.
Registration
- CRD number
- 6745225
- Registration status
- Active
- IAPD registration
- 2018-05-17
- Industry Experience
- 8 years
- Work Experience
- 10 years
- States registered
- FL, TX
Licenses and exams
- Series 66
Work history
- 2017-01 to 2019-03 · UBS Financial Services · Albany, NY
- 2016-10 to 2016-12 · Unemployed · Cape May, NJ
- 2019-08 to Present · Stifel Nicolaus & Co Inc · Sarasota, FL
- 2019-03 to 2019-08 · Unemployed · Saint Petersburg, FL
Current employment
- Stifel, Nicolaus & Company, Incorporated · St. Louis, MO
Stifel, Nicolaus & Company, Incorporated
- Regulatory AUM
- $197,532,233,502
- Registered advisors
- 3,362
- Offices
- 674
- Clients per advisor
- 70.3 (Moderate)
- Average AUM per client
- $836.3K (Low)
- High-net-worth client ratio
- 31.2% (Moderate)
Stifel, Nicolaus & Company, Incorporated: advisors, services and reported ETF investments
About
Daniel Patrick Long is a financial advisor at Stifel, Nicolaus & Company, Incorporated in Sarasota, FL. Reported securities licenses include Series 66. The latest record indicates 8 years of industry experience and 10 years of reported work history.
Stifel, Nicolaus & Company, Incorporated's firm-level Form ADV reports 3,362 advisors across 674 offices; approximately 70.3 clients per advisor, average assets per client of $836,324, and regulatory AUM of $197.5B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Pension Consulting Services.
What this firm offers
Filed by Stifel, Nicolaus & Company, Incorporated on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Registered Municipal Advisor
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
2 North Tamiami Trail, Sarasota, FL 34236
21 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Daniel Patrick Long?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.