Maithili V Kulkarni

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

• 02/2013 → 03/2025
  Raymond James & Associates, Inc.
  Macon, GA
• 01/2008 → 03/2025
  Mki Properties Llc
  Macon, GA
• 03/2025 → Present
  Stifel
  Macon, GA

Previous Registrations

• 2023-06-26 → 2025-03-13
  Raymond James & Associates, Inc.
  Macon, GA

Other Businesses

1.Central Casting; 300 E Magnolia Blvd Burbank CA 91502; Film Production and Extras casting; I was an extra in a movie that they cast; I am occasionally a background extra for films, depending on availability; 05/01/2024; 10.00hr/year; Not during securities trading hours; Not Investment-Related 2.Theatre Macon; 438 Cherry St Macon GA 31201; 501c3 community theatre; Board Member / Volunteer / Performer; I serve on the board and volunteer for shows; 04/01/2019; 2.00hr/week; Not during securities trading hours; Not Investment-Related 3. MKI Properties LLC; 5400 Riverside Dr. Ste 201 Macon, GA 31210; MKI Properties LLC owns the building at 121 Perimeter Parkway and leases it to the occupants.; BookKeeper; I process invoices and get the bills paid, but i am not an authorized signer on the acct; 01/17/2007; 1 hr/week; Not during securities trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2023-06-12
• S63 Uniform Securities Agent State Law Examination
  2001-10-24