Elizabeth Ampagoomian Cooke

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

• 02/2024 → Present
  Stifel
  Crown Point, IN
• 04/2003 → 12/2023
  Pnc
  Baltimore, MD

Exams

• S66 Uniform Combined State Law Examination
  2024-11-18
• S63 Uniform Securities Agent State Law Examination
  1997-06-05

Other Names

• Elizabeth Anne Ampagoomian