Zachary J. Birkey

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

• 01/2015 → 09/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2018 → Present
  Stifel Nicolaus & Co Inc
  Bourbonnais, IL

Previous Registrations

• 2009-06-01 → 2018-09-19
  Morgan Stanley
  Bourbonnais, IL
• 2007-08-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Bourbonnais, IL

Other Businesses

1. Phi Delta Lambda, Olivet Nazarene University; One University Ave., Bourbonnais, IL 60914; Scholarship fund for the university; Treasurer; Handle deposits and bill pay; 01/01/2015; 2 hours per quarter; not during securities trading hours; not investment-related. 2. Parkview Christian Church; 11100 Orland Parkway Orland Park IL 60467; Church; Board Member; Oversight of our lead pastor; 08/21/2023; 5.00hr/month; Not during securities trading hours; Not investment-related.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-14
• S63 Uniform Securities Agent State Law Examination
  2007-03-02

Designations

• Certified Financial Planner

Other Names

• Zach John Birkey