Daniel Landa

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → 06/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 04/2019 → 09/2019
  Sv Angel
  San Francisco, CA
• 09/2017 → 03/2020
  Uc Davis
  San Francisco, CA
• 03/2010 → 08/2017
  Fulltime Education
  San Francisco, CA
• 06/2020 → 04/2021
  Bank Of America, N.A.
  San Francisco, CA
• 04/2021 → Present
  Stifel Nicolaus & Co Inc
  San Francisco, CA

Previous Registrations

• 2020-12-01 → 2021-04-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  San Francisco, CA

Other Businesses

1. Landa Capital LLC; 1755 Filbert St 1S San Francisco CA 94123; Rental Real Estate Property; Owner/Manager; Passive Manager.... Approval of Maintenance, occasional tenant relations; 01/01/2024; 1.00hr/week; Not during securities trading hours; Investment-Related 2. Doodler Capital LLC; 1755 Filbert St 1s San Francisco CA 94123; LLC for Rental Property; General Manager/Operator; Collect Rental Income on Property; 11/14/2024; 2 hrs/month; Not during securities trading hours; Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2020-11-28

Designations

• Certified Financial Planner