Stacy Michele Kopach

Employer firm

Nationwide Investment Advisors, LLC CRD 142373

$16.7B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 10/2008 → 06/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oakbrook, IL
• 12/2009 → 06/2016
  Bank Of America, Na
  Oak Brook, IL
• 05/2017 → 10/2019
  Fanning Investment Partners
  Schaumburg, IL
• 12/2019 → Present
  Nationwide Investment Services Corp
  Columbus, OH
• 06/2016 → 05/2017
  Wilkes Corrigan Wealth Advisors
  Chicago, IL
• 06/2016 → 10/2019
  Raymond James Financial Services, Inc
  Schaumburg, IL
• 06/2016 → 10/2019
  Raymond James Financial Services Advisors Inc.
  Schaumburg, IL

Previous Registrations

• 2016-06-27 → 2019-10-28
  Raymond James Financial Services Advisors, Inc
  Chicago, IL
  Chicago, IL
  Schaumburg, IL
• 2008-10-06 → 2016-06-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Schaumburg, IL
  Oak Brook, IL
• 2007-12-18 → 2008-10-21
  Citigroup Global Markets Inc.
  Oakbrook Terrace, IL

Exams

• S66 Uniform Combined State Law Examination
  2007-12-11
• S63 Uniform Securities Agent State Law Examination
  1995-01-31

Other Names

• Stacy Michele Baker
• Stacy M Baker
• Stacy Michele Danciu-Kopach
• Stacy Michele Danciu