Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Florida
8yrs
Daniel Long is a fiduciary financial advisor in Sarasota, Florida, with 8 years in the industry. After a year at UBS Financial Services, Daniel joined Stifel, Nicolaus & Company in 2019, a firm offering financial planning, investment management, and private fund management. Stifel, Nicolaus & Company reports being 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
Experience8 years (since 2018)
How that compares ?8 years in the industry
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 & 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
- 2019 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- May 2018 – Mar 2019UBS Financial Services Inc.Previously
Contact Daniel
(314) 342-2000Firm headquarters in St. Louis, MO. Ask for Daniel. 2 North Tamiami TrailSarasota, FL 34236Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 & Company 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 2018, about 8 years. 8 years in the industry.
What licenses does Daniel hold?
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 & Company 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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