Matthew
Schroeder
Stifel Independent Advisors, LLC
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About this Advisor
Matthew Schroeder is a financial advisor based in Saint Louis, Missouri, working with Stifel Independent Advisors, LLC. Matthew has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Edward Jones, and Stifel Independent Advisors, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Matthew is part of Stifel Independent Advisors, LLC, which operates out of Saint Louis, Missouri. The firm has 79 offices and 190 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stifel Independent Advisors, LLC includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stifel Independent Advisors, LLC Brokerage Details
$3,556,518,775
190
9,973
$356,615
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew Schroeder Work History
Stifel Independent Advisors, LLC
Edward Jones
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Matthew Schroeder 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 Stifel Independent Advisors, LLC
Saint Louis, MO
Edinboro, PA
Landrum, SC
Saint Louis, MO
Saint Louis, MO
Hunt Valley, MD
Saint Louis, MO
Saint Louis, MO
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