Michael A. Calo

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2009 → 05/2023
  Jp Morgan Chase Bank Na
  Milwaukee, WI
• 05/2023 → 12/2025
  J.P. Morgan Securities Llc
  Fairfield, NJ
• 05/2023 → 05/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Waukesha, WI
• 12/2025 → Present
  Stifel
  Waukesha, WI

Previous Registrations

• 2020-06-25 → 2025-12-02
  J.P. Morgan Securities Llc
  Fairfield, NJ
  Saint Francis, WI
  Muskego, WI
  New Berlin, WI
  West Allis, WI
• 2023-05-15 → 2023-05-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Waukesha, WI

Exams

• S66 Uniform Combined State Law Examination
  2020-06-22
• S63 Uniform Securities Agent State Law Examination
  2006-10-18

Other Names

• Michael A Calo