Gail Veronica Helmick

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

• 04/2009 → Present
  Stifel Nicolaus & Co Inc
  Charlottesville, VA

Previous Registrations

• 2004-08-26 → 2009-05-14
  Ameriprise Advisor Services, Inc.
  Charlottesville, VA
  Charlottesville, VA

Other Businesses

1. MADISON COUNTY CAREER & TECHNICAL EDUCATION ADVISORY COMMITTEE (VIA MADISON CTY SCHOOL BOARD); 60 SCHOOL BOARD COURT MADISON VA 22727; OVERSIGHT FOR DISBURSEMENT OF PERKIN'S FUNDS; COMMITTEE MEMBER; AFFILIATION STARTED 02/17/2015; 10 HOURS PER YEAR; NOT DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-25

Other Names

• Gail V Gay
• Gail V Wiseman
• Gail Helmick