Vicki Marie Clark

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

• 04/2015 → Present
  Stifel
  White Plains, NY

Other Businesses

1. Rental Property; Middle Village, NY; Owner; 04/18/2008; 12.00 Hour(s) Per Year - not during securities trading hours; Investment-Related 2. Notary, State of New York; 6668 75th Street Middle Village, NY 11379; Notary; N/A; Provide on demand notary services; 01/25/2007; 2 hrs/yr; During securities trading hours; Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-02
• S63 Uniform Securities Agent State Law Examination
  2021-06-14

Other Names

• Vicki Marie Tafuro