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Frank D

Series 63, Series 66

Monterey, CA

STIFEL

Frank Dyer is a financial advisor at Stifel with 46 years of industry experience. He has held his role at Stifel Nicolaus & Co. Inc. since 2008. He holds Series 63 and Series 66 designations and is based in Monterey, California. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to support asset allocation and planning analyses, with clients retaining discretion over implementation.

General retirement planning Income planning
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Nicandro A

Series 63, Series 65

Monterey, CA

STIFEL

Nicandro Albert is a financial advisor at Stifel with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Stifel in 2023, he worked at AJ Houston Financial Services and Matthew Albert Tile. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group, providing analysis and allocation guidance based on forward-looking capital market assumptions.

General retirement planning Income planning
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