Matthew Patrick Lucas
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, IncorporatedJul 2022 to now
- A MrazekMay 2021 to Aug 2021
- UpsDec 2020 to Feb 2021
- Myhouse Nightclub and BarSep 2019 to Feb 2020
- Major BrandsMay 2019 to Aug 2019
- University of MissouriAug 2018 to May 2022
- FraileysMay 2018 to Aug 2018
- De Smet Jesuit HighschoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7610318
- Firm CRD
- 793