Max Conner Sasseen
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
11 yearsExperience
2 statesRegistered in
$197.5BFirm assets
51 yearsFirm in business
Are you Max Conner Sasseen? Claim your profile
Contact this firm
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
11 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedDec 2025 to now
- StifelDec 2025 to now
- Arvest Wealth ManagementMar 2022 to Dec 2025
- Audio TechNov 2021 to Mar 2022
- Sasseen Realty GroupJan 2021 to Nov 2021
- At&tSep 2020 to Jan 2021
- Seth Wadley Chevy BuickMar 2020 to Sep 2020
- DillardsSep 2019 to Mar 2020
- AmcJul 2019 to Oct 2019
- White BuffaloNov 2018 to Apr 2019
- Eye CandiDec 2017 to Nov 2018
- Carnival of IceFeb 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
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
- 7533020
- Firm CRD
- 793