Nicholas Isaac Stiefel

Current Employers

Employment History

• 08/2016 → 05/2017
  University Of Virginia
  Charlottesville, VA
• 05/2017 → 08/2017
  Mass Mutual
  Charlottesville, VA
• 08/2017 → 05/2018
  University Of Virginia
  Charlottesville, VA
• 02/2018 → 05/2018
  Mass Mutual
  Charlottesville, VA
• 06/2018 → 09/2023
  Sagepoint Financial, Inc.
  Midlothian, VA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Midlothian, VA

Other Businesses

1. NICHOLAS STIEFEL - INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/17/2021 ADDRESS: 1507 Huguenot Rd. Ste. 101, Midlothian VA 23113, United States DESCRIPTION: Solicit Fixed Annuities, Term LifeInsurance and Whole Life Insurance. 2. REED & STIEFEL INVESTMENT GROUP LLC POSITION: Registered Agent NATURE: This LLC was created for the sole purpose of managing taxes. The LLC will be paid using the 1099 income from OSAIC. Then the LLC will pay the profits to me via a 1099. My accountant advised this LLC to help lower tax burden. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2023 ADDRESS: 903 Dannyhill Ct., Midlothian VA 23114, United States DESCRIPTION: Created this LLC for the sole purpose of managing taxes. The LLC will be paid using my 1099 income, then the business will pay me the profits after all of the deductions. This was recommended to me by my accountant.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-25
• S63 Uniform Securities Agent State Law Examination
  2018-07-27

Other Names

• Nick Stiefel