MA
MA

Matt Ardoyno

27 Years of Experience
Fort Worth, TX
1 DisclosureBroker

Matt Ardoyno is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Fort Worth, TX, with 27 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

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.

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Location

300 Throckmorton Street, Suite 1400, Fort Worth, TX, 76102

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History

Regulatory History (1)
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Customer Dispute
January 2002
Closed-No Action
Other Business Activities

Matt is involved in several outside business activities, including serving on the advisory council for Texas Wesleyan University, investing in Wall Street Cattle Company LLC, managing Fandina's High Tines Ranch and Fandina LLC, participating in Wall Street Equine Events LLC, and serving as a board member for ACH Child and Family Services. These activities require minimal time commitment, ranging from a few hours per month to a few hours per week.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
January 2019 - Present · 7 yrs 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
January 2019 - January 2019 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1999 - January 2019 · 19 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1999 - January 2019 · 19 yrs 11 mos
State Registrations36 states
ALARAZCACOCTDEFLGAHIIAIDILINKSLAMAMDMIMOMSNCNMNVNYOHOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Matt Ardoyno - Financial Advisor | TrueAdvisor