Matthew Burnett, financial advisor Indianapolis IN

Matthew Burnett

CRD Number: 2987891
Current Firm: Stifel, Nicolaus & Company, Incorporated

Matthew Burnett (CRD# 2987891) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Indianapolis, IN and has over 25 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated St. Louis, MO Feb 2017 - Current 7
City Securitries Corporation Indianapolis, IN Dec 2003 - Feb 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination May 2000
Contact Info for Matthew R. Burnett
Phone Number: 314-342-2000
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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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