Matthew
Zeigler

Sunpointe Investments

CRD#5488370
Investment Advisor
in Saint Louis, MO

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About this Advisor

Matthew Zeigler is a financial advisor who works out of Saint Louis, Missouri, who has 1 year of industry experience. Zeigler is an advisor for Sunpointe Investments. Throughout their career, Zeigler has worked at Merrill Lynch, Bank Of America, N.A and Sunpointe, LLC. Zeigler maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut and Pennsylvania. Sunpointe Investments is an advisory business headquartered in Saint Louis, MO. The company has offices in three locations and a total of 12 employees. It administers $315 million in total assets between its 407 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 407 accounts, 42% are held by high-net-worth investors who have more than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically depend on which service is offered. Fee types billed by Sunpointe Investments can include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8301 Maryland Avenue Suite 300
Saint Louis, MO 63105

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Sunpointe Investments Brokerage Details

Total Assets Under Management

$314,506,325

MO Average: $11,469,110,461
Total Number of Employees

12

MO Average: 458
Total Number of Accounts

407

MO Average: 33,415
Average Account Size

$772,743

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Matthew Zeigler Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Sunpointe, LLC

2011 - 2022 (11 years)

Bank Of America, N.A

2008 - 2022 (14 years)

Merrill Lynch

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Zeigler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sunpointe Investments

Douglas Nelson
Saint Louis, MO
Michael Pompian
Saint Louis, MO
Lee Boudouris
Saint Louis, MO
Benjamin Tuscai
Saint Louis, MO
Angela Pompian
Saint Louis, MO
Matthew Zeigler
Saint Louis, MO
John Dwyer
Saint Louis, MO
Lisa Green
Bryn Mawr, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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