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William P Macolino

Stifel, Nicolaus & Company, Incorporated

Atlanta, GA

CRD 7561511

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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
GA RA APPROVED 2025-01-16
  • GA RA
    APPROVED
    Since 2025-01-16

Branch Locations

3630 Peachtree Road Ne, 4Th Floor, Atlanta, GA 30326 • 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
Berry College Mount Berry GA 08/2019 05/2023
Stifel Atlanta GA 05/2022 08/2022
Stifel Atlanta GA 06/2023 Present
Blessed Trinity Roswell GA 08/2015 05/2019
  • 08/2019 → 05/2023
    Berry College
    Mount Berry, GA
  • 05/2022 → 08/2022
    Stifel
    Atlanta, GA
  • 06/2023 → Present
    Stifel
    Atlanta, GA
  • 08/2015 → 05/2019
    Blessed Trinity
    Roswell, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-14
  • S66 Uniform Combined State Law Examination
    2025-01-14
Other Names
  • Will Macolino

View on SEC IAPD

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