Mary E Macukas

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

• 09/2008 → 09/2020
  Ubs Financial Services Inc
  Norfolk, VA
• 09/2020 → Present
  Stifel, Nicolaus & Company, Incorporated(793)
  Santa Fe, NM

Previous Registrations

• 2008-11-20 → 2020-09-24
  Ubs Financial Services Inc.
  Norfolk, VA
  Santa Fe, NM

Other Businesses

1. Santa Fe Symphony Orchestra and Chorus; PO Box 9692, Santa Fe, NM 87504; Symphony orchestra; Board of Directors; Fundraising for and governance of organization; 08/06/2021; 12 Horus per Month; During Securities Trading Hours; Not Investment-Related. 2.Santa Fe Symphony Orchestra and Chorus; 301 Griffin Street, Santa Fe, NM 87501; symphony orchestra; Vice President of Development (board member)-- Executive Committee of the entity; board role as leader of development activities; 09/27/2021; 2 hrs/week; During Securities Trading Hours; Not Investment-Related 3. Santa Fe Community Foundation; 501 Halona Street Santa Fe NM 87505; community foundation, nonprofit; board member; board governance; 09/01/2023; 5.00hrs/month; During securities trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2008-11-19

Designations

• Certified Financial Planner

Other Names

• Mary E. Roever
• Mary E. Knutson