Nathaniel Omeltchenko

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

• 08/2013 → 07/2017
  Clemson University
  Clemson, SC
• 08/2017 → 09/2017
  Unemployed
  Port Washington, NY
• 10/2017 → 03/2019
  W.E. Donoghue & Co., Llc
  Locust Valley, NY
• 05/2018 → 10/2018
  Northern Lights Distributors, Llc
  Omaha, NE
• 02/2019 → 03/2019
  Northern Lights Distributors, Llc
  Omaha, NE
• 03/2019 → 11/2019
  Unemployed
  New York, NY
• 11/2019 → Present
  Stifel Nicolaus & Co
  New York, NY

Previous Registrations

• 2018-11-28 → 2019-03-25
  Donoghue Forlines Llc
  Locust Valley, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-12-20
• S65 Uniform Investment Adviser Law Examination
  2018-09-11

Other Names

• Nate Omeltchenko
• Nathaniel Oliver Omeltchenko
• Nathaniel Omeltchenko