Matthew Stehle, financial advisor Monroeville PA

Matthew Stehle

CRD Number: 6266933
Current Firm: Citizens Securities, Inc.

Matthew Stehle (CRD# 6266933) is an Investment Advisor Representative working at Citizens Securities, Inc. in Monroeville, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Grove City, PA Mar 2021 - Current 3
Synergy Performing Arts Academy Canonsburg, PA Oct 2018 - Current 5
Citizens Bank Zelienople, PA Jul 2019 - Mar 2021 1
Citizens Securities, Inc. Zelienople, PA Aug 2017 - Dec 2020 3
Citizens Bank Zelienople, PA Jul 2017 - Dec 2020 3
Strategic Pension & Financial Partners Ll Pittsburgh, PA Jun 2016 - Jul 2017 1
Principal Life Insurance Co Pittsburgh, PA Oct 2015 - Jul 2017 1
Princor Financial Services Inc. Pittsburgh, PA Oct 2015 - Jul 2017 1
Principal Financial Group Pittsburgh, PA Oct 2013 - Oct 2015 2
Mad Max Cranberry Cranberry Twp, PA Sep 2014 - May 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2015
Contact Info for Matthew J. Stehle
Phone Number: 1-800-942-8300
Registered State(s):
  • OH
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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