Matthew Brian Stahl

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2004 → 01/2018
  Suntrust Investment Services, Inc
  Rome, GA
• 09/2016 → 01/2018
  Suntrust Advisory Services
  Atlanta, GA
• 01/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2018 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2016-09-19 → 2018-01-12
  Truist Advisory Services, Inc.
  Cedartown, GA
  Rome, GA
  Rome, GA
• 2005-06-06 → 2016-12-31
  Truist Investment Services, Inc.
  Rome, GA
  Rome, GA
  Calhoun, GA
  Atlanta, GA
  Cedartown, GA
  Calhoun, GA
  Cartersville, GA
  Cartersville, GA
  Cedartown, GA
  Rockmart, GA
  Rome, GA
  Bowdon, GA
  Carrollton, GA
  Cedartown, GA
  Rome, GA
  Cartersville, GA
  Cartersville, GA
  Rome, GA
  Rome, GA
  Rome, GA
  Rockmart, GA
  Rome, GA
  Cedartown, GA

Other Businesses

1. Rome Composite, 49 Mountain Chase Rd, Rome, GA 30165, Head Coach since 4/1/16, non-investment related, 10/weekly, 0 during trading. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3. NEWBY-STAHL ADVISORY GROUP, 411 EAST 2ND ST, ROME, GA, 01/2018. FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL-2/MO-2/TRADING. 4. NEWBY-STAHL ADVISORY GROUP, 411 EAST 2ND ST, ROME, GA, 01/2018. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-2/MO-2/TRADING. 5. NEWBY-STAHL WEALTH MANAGEMENT, 411 East 2nd St, Rome GA 30161, 01/2018, Owner, Insurance/Benefits/Human Resources, NIR, 2 HR/MO, 2 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2005-04-27
• S63 Uniform Securities Agent State Law Examination
  2003-11-13

Designations

• Certified Financial Planner

Other Names

• Matt Stahl
• Matthew Stahl