Mark Sosey, financial advisor Medford OR

Mark Sosey

CRD Number: 1615386
Current Firm: Stifel, Nicolaus & Company, Incorporated

Mark Sosey (CRD# 1615386) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Medford, OR and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Medford, OR Jul 2016 - Current 5
Wells Fargo Advisors LLC Medford, OR May 2009 - Jul 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
Contact Info for Mark C. Sosey
Phone Number: 314-342-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    117,820
    MILLIONS
  • Total Number of Accounts
    279,563
    ACCOUNTS
  • Average Account Value
    $421,444
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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