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Advisors / New York / New York
18yrs

Sandra Arce

Financial advisor at Stifel, Nicolaus & Company

Sandra Arce has worked in the financial industry for 18 years and is a fiduciary financial advisor based in New York, New York. After 14 years at Morgan Stanley, Sandra joined Stifel, Nicolaus & Company in 2024, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.

New York, NY 10036Fiduciary advisor

At a glance

Experience18 years (since 2009)
How that compares ?More experience than 63% of advisors in New York
Office1095 Avenue Of The Americas 3rd & 4th Floors, New York, NY 10036
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 ?1 state

Services through Stifel, Nicolaus & Company

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.

Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now
  2. 2010 – 2024
    Morgan StanleyPreviously

Questions to ask Sandra

Tailored to Sandra’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Sandra

How do I contact Sandra?

Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Sandra Arce. Sandra works from the New York, NY office.

How long has Sandra been a financial advisor?

Sandra has been in the industry since 2009, about 18 years. More experience than 63% of advisors in New York.

What licenses does Sandra hold?

Series 66. Tap any license on this page to see what it allows.

Is Sandra a fiduciary?

Sandra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Sandra paid?

Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Sandra 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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