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Matthew P Macmichael

Investment Adviser Representative at Stifel, Nicolaus & Company, Incorporated

Phoenix, AZCRD #2908568Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
Exams Passed
11

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew P. MacMichael is an investment adviser representative with Stifel, Nicolaus & Company, Incorporated in Phoenix, AZ, where they have been registered since 2025. They have worked in the securities industry since 1997 and have been registered with 7 firms, including J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. They have passed 11 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Arizona, Texas, and Washington.

Office

2801 East Camelback Road
Phoenix, AZ 85016

Advisors at this office: 14

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, Texas, Washington
Broker:
53 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/29/2007
Series 65
Uniform Investment Adviser Law Examination
Passed 5/25/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 12/12/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 2/12/2016
Series 31
Futures Managed Funds Examination
Passed 10/20/2010
Series 7
General Securities Representative Examination
Passed 10/8/1997
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 7/21/2014
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 4/19/2013
Series 24
General Securities Principal Examination
Passed 2/26/1999

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Stifel, Nicolaus & Company, IncorporatedCurrent
9/2/2025 – Phoenix, AZ
J.p. Morgan Securities LLC
11/21/2023 – 9/3/2025Bellevue, WA
J.p. Morgan Private Wealth Advisors LLC
7/9/2021 – 3/20/2025Bellevue, WA
Merrill Lynch, Pierce, Fenner & Smith Incorporated
11/30/2012 – 7/6/2021Bellevue, WA
Morgan Stanley
12/11/2009 – 12/11/2012Mt. Laurel, NJ
Haddon Financial Group, Inc.
4/10/2007 – 4/8/2010Marlton, NJ
Masters Legacy Planning, Inc.
9/18/2002 – 2/26/2005Somers Point, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Nov 2012 – Jul 2021Bellevue, WA
  2. BANK OF America, N.A.
    Feb 2013 – Jul 2021Bellevue, WA
  3. First Republic Securities Company, LLC
    Jul 2021 – Oct 2023Bellevue, WA
  4. First Republic Investment Management, Inc.
    Jul 2021 – Sep 2025Bellevue, WA
  5. J.p. Morgan Securities LLC
    Sep 2023 – Sep 2025Bellevue, WA
  6. Jpmorgan Chase BANK, N.A.
    Oct 2023 – Sep 2025Bellevue, WA
  7. Stifel
    Sep 2025 – no end date reportedPhoenix, AZ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Stifel, Nicolaus & Company, Incorporated

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3,338
Offices listed on AdvisorFinder:
26
Main office:
St Louis, MO
SEC file number:
801-10746

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 15, 2026

View full firm profile

Other advisors at Stifel, Nicolaus & Company, Incorporated

Showing 12 of 3,338 in the directory

View Stifel, Nicolaus & Company, Incorporated firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew P Macmichael has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Matthew P Macmichael (Stifel, Nicolaus & Company)