D.a. Davidson &
47yrs
Top advisor by experience in Fresno
29yrs
Robert Anthony Ramirez
Financial advisor at Stifel, Nicolaus &
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office7112 N. Fresno Street 180, Fresno, CA 93720
How the firm is paid ?Percent of assets, Flat fee, Commissions
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2011 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2006 – 2011Stone & Youngberg LLCPreviously
Questions to ask Robert
Tailored to Robert’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Stifel, Nicolaus & at 314-342-2000 and ask for Robert Anthony Ramirez. Robert works from the Fresno, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Stifel, Nicolaus & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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