Blake Montarsi
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedAug 2026 to now
- Fry Pie Factory LLCSep 2025 to Jun 2026
- Self-employedNov 2024 to Sep 2025
- Ameriprise Financial Services, LLCJul 2021 to Dec 2024
- Long & AssociatesJan 2021 to Apr 2021
- DoordashMay 2020 to Apr 2021
- Janus Golf and Batting CenterJun 2019 to Oct 2019
- Pyle's Pool IncJun 2019 to Aug 2019
- Long & AssociatesMar 2019 to Mar 2019
- Indiana Wesleyan UniversitySep 2018 to May 2021
- Pizza KingJun 2018 to Aug 2018
- Noblesville Youth BaseballMay 2018 to Jun 2019
- White River SportsJan 2016 to Mar 2020
- Noblesville High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7408100
- Firm CRD
- 793