Nathaniel Omeltchenko, financial advisor New York NY

Nathaniel Omeltchenko

CRD Number: 6355293
Current Firm: Stifel, Nicolaus & Company, Incorporated

Nathaniel Omeltchenko (CRD# 6355293) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New York, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co New York, NY Nov 2019 - Current 2
Unemployed New York, NY Mar 2019 - Nov 2019 < 1
Northern Lights Distributors, LLC Omaha, NE Feb 2019 - Mar 2019 < 1
W.e. Donoghue & Company, LLC Locust Valley, NY Oct 2017 - Mar 2019 1
Northern Lights Distributors, LLC Omaha, NE May 2018 - Oct 2018 < 1
Unemployed Port Washington, NY Aug 2017 - Sep 2017 < 1
Clemson University Clemson, SC Aug 2013 - Jul 2017 3
Alliant Insurance Services, Inc. Uniondale, NY May 2016 - Jul 2016 < 1
Plandome Country Club Manhasset, NY May 2015 - Aug 2015 < 1
Merrill Lynch Wealth Management New York, NY May 2014 - Jul 2014 < 1
Pricewaterhousecoopers, LLC New York, NY May 2013 - Jul 2013 < 1
Virginia Tech Blacksburg, VA Aug 2012 - Apr 2013 < 1
Schreiber High School Port Washington, NY Sep 2008 - Jul 2012 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
S63 Uniform Securities State Law Examination Dec 2019
Contact Info for Nathaniel Omeltchenko
Phone Number: 314-342-2000
Registered State(s):
  • CA
  • NY
  • 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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