Matthew Macmichael
Matthew Macmichael is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Scottsdale, AZ, with 28 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
14850 North Scottsdale Road, Suite 450, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2012Other Business Activities
Matthew is a board member for Down Syndrome of the Puget Sound, promoting the Down syndrome community in Seattle. He dedicates minimal time to this activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Private Wealth Advisors LLC
First Republic Securities Company, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
Haddon Financial Group, INC.
Masters Legacy Planning, INC.
Sii Investments, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Royal Alliance Associates, INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.