Matthew Anthony Siener
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
9 yearsExperience
2 statesRegistered in
CFADesignation
$197.5BFirm assets
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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
9 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedAug 2023 to now
- Hanley DisabilityJun 2023 to Aug 2023
- Trillium TradingSep 2022 to Jun 2023
- Genesys Telecommunications LaboratoriesJun 2020 to Aug 2020
- Fine TuneJan 2020 to Dec 2021
- Indiana UniversityAug 2018 to May 2022
- Big Woods RestaurantsApr 2017 to Aug 2022
- Cardinal Ritter High SchoolAug 2014 to Jun 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7800457
- Firm CRD
- 793