D.a. Davidson &
47yrs
Top advisor by experience in Fresno
46yrs
Donald Angelo Vincenti
Financial advisor at Stifel, Nicolaus &
At a glance
Experience46 years (since 1981)
How that compares ?Top 1% by experience in California
Office7112 N. Fresno Street 180, Fresno, CA 93720
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2011 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2008 – 2011Wells Fargo Clearing Services, LLCPreviously
- 1997 – 2008A. G. Edwards & Sons, Inc.Previously
Questions to ask Donald
Tailored to Donald’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 Donald
How do I contact Donald?
Call Stifel, Nicolaus & at 314-342-2000 and ask for Donald Angelo Vincenti. Donald works from the Fresno, CA office.
How long has Donald been a financial advisor?
Donald has been in the industry since 1981, about 46 years. Top 1% by experience in California.
What licenses does Donald hold?
Series 63. Tap any license on this page to see what it allows.
Is Donald a fiduciary?
Donald is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Donald paid?
Stifel, Nicolaus & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Donald 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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