Robert Tracy

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

• 06/2022 → 11/2023
  Royal Alliance
  Southfield, MI
• 05/2022 → 08/2022
  Culvers
  Commerce, MI
• 08/2021 → 05/2022
  Gnc
  Lansing, MI
• 08/2020 → 05/2023
  Michigan State University
  East Lansing, MI
• 12/2010 → 05/2020
  Unemployed
  Commerce, MI
• 11/2023 → Present
  Stifel, Nicolaus & Company, Incorporated
  Southfield, MI

Previous Registrations

• 2023-05-22 → 2023-11-21
  Osaic Wealth, Inc.
  Livonia, MI
  Southfield, MI

Exams

• S66 Uniform Combined State Law Examination
  2023-05-19

Other Names

• Robbie Tracy
• Robert J Tracy
• Robert Joesph Tracy