Matthew T Zarrella

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

• 08/2016 → 12/2021
  Villanova University
  Lancaster, PA
• 06/2019 → 08/2019
  Stifel
  New York City, NY
• 12/2019 → 01/2020
  Stifel
  New York City, NY
• 01/2022 → 08/2022
  N/A
  N/A, NJ
• 08/2022 → 09/2022
  Stifel
  New York City, NY
• 09/2022 → Present
  Stifel, Nicolaus & Company, Incorporated (Org Id: 793)
  New York City, NY
• 09/2022 → 09/2022
  Hbmj Consulting Llc
  Hackensack, NJ
• 03/2024 → Present
  Stifel Capital Management, Llc (Crd# 328365)
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-20
• S63 Uniform Securities Agent State Law Examination
  2023-06-17

Other Names

• Matthew Thomas Zarrella
• Matt Thomas Zarrella