Patrick Dylan Buckley

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

• 07/2019 → Present
  Stifel, Nicolaus & Company, Incorporated
  Skaneateles, NY
• 09/2012 → 07/2019
  Baker Street Bakery
  Rochester, NY

Other Businesses

1. Mary Cariola Center; 1000 Elmwood Ave STE 100 Rochester, NY 14620; School / care for individuals with complex disabilities; Advancement committee member; help with fundraising and philanthropic initiatives for the school; 02/02/2026; 3hrs/wk; Not during securities trading hours; Not investment related 2. Seneca Park Zoo; 2222 St Paul Street Rochester, NY 14621; conservation organization / zoo; Zoobilation Committee; Help with bringing new sponsors and fundraising via their zoobilation event; 01/15/2026; 3 hours/week; Not during securities trading hours; Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2020-02-24

Other Names

• Patrick Buckley