Adviser and broker representative · Stifel, Nicolaus & Company, Incorporated
Josie V. Scramlin
CRD 8127304 · Hunt Valley, MD
At a glance
Josie V. Scramlin is an investment adviser representative with Stifel, Nicolaus & Company, Incorporated in Hunt Valley, MD, according to the SEC’s Investment Adviser Public Disclosure records. Josie is also registered as a broker representative.
Current advisory firm
- Stifel, Nicolaus & Company, IncorporatedSince March 2026Hunt Valley, MD · $198B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Josie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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- Karin A. MottusHunt Valley · Chartered Financial Analyst
- Robert B. Naeny Jr.Hunt Valley
- Daniel S. NewellHunt Valley
- David B. VeghHunt Valley
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