Matthew P Macmichael
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
14 yearsExperience
3 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
14 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedSep 2025 to now
- StifelSep 2025 to now
- JPMorgan Chase Bank, N.A.Oct 2023 to Sep 2025
- J.P. Morgan Securities LLCSep 2023 to Sep 2025
- First Republic Investment Management, Inc.Jul 2021 to Sep 2025
- First Republic Securities Company, LLCJul 2021 to Oct 2023
- Bank of America, N.A.Feb 2013 to Jul 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2012 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (AZ, TX, WA).
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
- 2908568
- Firm CRD
- 793