Donald Angelo Vincenti

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

• 06/2011 → Present
  Stifel Nicolaus & Co Inc
  Fresno, CA

Previous Registrations

• 2008-01-01 → 2011-06-09
  Wells Fargo Clearing Services, Llc
  Fresno, CA
  Fresno, CA
• 1997-07-08 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Fresno, CA
  St. Louis, MO

Other Businesses

1. Sunnyside Country Club; 5704 E Butler, Fresno, CA 93727; Golf; Member of the Finance Committee; Discuss budget needs of club; 10/15/2021; 1 Hour per Month; Not During Securities Trading Hours; Not Investment-Related. 2. Sunnyside Country Club; 5704 E Butler Ave Fresno CA 93727; Golf; Member Board of Directores; Give input on running the club. Membership, Greens, staff; 10/28/2023; 2.00hrs/month; Not during securities trading hours; Not Investment-Related

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-01-20

Designations

• Certified Financial Planner