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Zachary Michael Klancnik

Stifel, Nicolaus & Company, Incorporated

New York, NY

CRD 7272178

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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:

Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-07-12
TX RA APPROVED 2022-07-12
  • NY RA
    APPROVED
    Since 2022-07-12
  • TX RA
    APPROVED
    Since 2022-07-12

Branch Locations

1095 Avenue Of The Americas 3Rd & 4Th Floors, New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel New York NY 01/2022 Present
Stifel New York NY 06/2021 07/2021
Stifel New York NY 07/2020 07/2020
University Of Wisconsin - Madison Madison WI 08/2017 12/2021
Rolling Meadows High School Rolling Meadows IL 09/2013 06/2017
  • 01/2022 → Present
    Stifel
    New York, NY
  • 06/2021 → 07/2021
    Stifel
    New York, NY
  • 07/2020 → 07/2020
    Stifel
    New York, NY
  • 08/2017 → 12/2021
    University Of Wisconsin - Madison
    Madison, WI
  • 09/2013 → 06/2017
    Rolling Meadows High School
    Rolling Meadows, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-11
  • S66 Uniform Combined State Law Examination
    2022-07-11

View on SEC IAPD

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