Matthew Jeffrey Stehle
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
1 stateRegistered in
$12.9BFirm assets
23 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Citizens Securities, Inc.Sep 2026 to now
- Citizens BankSep 2026 to now
- Rooted In MovementJan 2026 to now
- Northwestern Mutual Wealth Management CompanyJul 2026 to Sep 2026
- Northwestern Mutual Investment Services LLCMay 2026 to Sep 2026
- Northwestern Mutual Life Insurance CompanyMay 2026 to Sep 2026
- Synergy Performing Arts AcademySep 2021 to Sep 2023
- Citizens Securities IncJul 2017 to Apr 2026
- CitizensJul 2017 to Mar 2021
- PrincipalOct 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 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
- 6266933
- Firm CRD
- 39550