Alicia Stratman Donahue
Investment Adviser Representative at Stifel, Nicolaus & Company, Incorporated
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alicia Stratman Donahue is an investment adviser representative with Stifel, Nicolaus & Company, Incorporated in Fayetteville, NC, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Janney Montgomery Scott LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
20 states and territories
California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Missouri, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- THE Vanguard Group, Inc.Jun 2022 – Aug 2023Malvern, PA
- Enterprise HoldingsJun 2021 – May 2022Newark, DE
- Hockessin Athletic CLUBMay 2019 – Aug 2021Hockessin, DE
- SELF EmployedSep 2019 – Nov 2019New Castle, DE
- Wedgewood SWIM CLUBMay 2017 – Sep 2021West Chester, PA
- University OF DelawareSep 2019 – May 2022Newark, DE
- University OF DelawareJan 2019 – May 2022Newark, DE
- SELF EmployedAug 2020 – Sep 2020Newark, DE
- B. REED Henderson HIGH SchoolAug 2014 – Jun 2018West Chester, PA
- JOHN Cabot UniversityAug 2018 – Dec 2018Rome
- Janney Montgomery Scott LLCAug 2023 – Sep 2024West Chester, PA
- StifelNov 2024 – no end date reportedFayetteville, NC
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Stifel, Nicolaus & Company, Incorporated
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3,338
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St Louis, MO
- SEC file number:
- 801-10746
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
View full firm profileOther advisors at Stifel, Nicolaus & Company, Incorporated
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alicia Stratman Donahue has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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