Samuel Jordan Clarke
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
12 yearsExperience
2 statesRegistered in
$197.5BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedMar 2025 to now
- StifelMar 2025 to now
- Fidelity InvestmentsFeb 2023 to Mar 2025
- UnemployedOct 2022 to Feb 2023
- RevgenJun 2022 to Oct 2022
- Vincent Fister IncJun 2021 to Aug 2021
- Larosa'sOct 2020 to Feb 2021
- Tc AcquisitionsMay 2020 to Jul 2020
- Costco WholesaleJul 2019 to Aug 2019
- University of KentuckyAug 2018 to May 2022
- UnemployedJul 2018 to Jun 2019
- The Core of ScottsvilleMay 2017 to Jul 2018
- Allen County Scottsville High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (KY, OH).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7703783
- Firm CRD
- 793