Stifel, Nicolaus &
47yrs
Top advisor by experience in Florida
37yrs
Daniel Long
Financial advisor at Stifel, Nicolaus &
Daniel Long has worked in the financial industry for 37 years and is a fiduciary financial advisor based in Sarasota, Florida. Daniel has been with Stifel, Nicolaus & since 2018; before that, Daniel spent three years at UBS Financial Services and a year at Wells Fargo Advisors. Stifel, Nicolaus & offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.
One of 949 advisors with offices in Sarasota, and one of 871 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 7% by experience in Florida
Office2 North Tamiami Trail, Sarasota, FL 34236
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?2 states
Services through Stifel, Nicolaus &
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2016 – 2018UBS Financial Services Inc.Previously
- Jun 2015 – Feb 2016Wells Fargo Clearing Services, LLCPreviously
- 2011 – 2015UBS Financial Services Inc.Previously
- Jun 2009 – Jul 2010Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- Sep 2006 – Apr 2007Morgan Stanley DW Inc.Previously
- 1997 – 2006
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Stifel, Nicolaus & at 314-342-2000 and ask for Daniel Long. Daniel works from the Sarasota, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1989, about 37 years. Top 7% by experience in Florida.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Stifel, Nicolaus & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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