Best Investors Account Sign in

Matthew Edward Conaway

Stifel, Nicolaus & Company, Incorporated

Zionsville, IN

Claim This Profile
Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-11
IN RA APPROVED 2025-07-23
  • TX RA
    APPROVED
    Since 2026-05-11
  • IN RA
    APPROVED
    Since 2025-07-23

Branch Locations

1620 W. Oak Street Suite 101, Zionsville, IN 46077 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bluegrace Logistics Indianapolis IN 07/2021 09/2022
William Yancey Louisville KY 09/2022 06/2025
Student Bloomington IN 01/2012 05/2021
Northwestern Mutual Investment Services Llc Louisville KY 11/2022 06/2025
Unemployed Fishers IN 05/2021 07/2021
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2024 06/2025
Stifel, Nicolaus & Company, Incorporated Zionsville IN 06/2025 Present
  • 07/2021 → 09/2022
    Bluegrace Logistics
    Indianapolis, IN
  • 09/2022 → 06/2025
    William Yancey
    Louisville, KY
  • 01/2012 → 05/2021
    Student
    Bloomington, IN
  • 11/2022 → 06/2025
    Northwestern Mutual Investment Services Llc
    Louisville, KY
  • 05/2021 → 07/2021
    Unemployed
    Fishers, IN
  • 07/2024 → 06/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 06/2025 → Present
    Stifel, Nicolaus & Company, Incorporated
    Zionsville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-22
S63 Uniform Securities Agent State Law Examination 2023-06-01
  • S65 Uniform Investment Adviser Law Examination
    2025-07-22
  • S63 Uniform Securities Agent State Law Examination
    2023-06-01
Other Names
  • Matthew Conaway
  • Matthew Edward Conaway

View on SEC IAPD

Other Firms

STOREN FINANCIAL
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT
WEALTH ADVISORY SOLUTIONS, LLC

Other Investors

Alexander Scott Kiritschenko
Greg Alan Storen
Matthew D Wilson
Kiran Bala Sharma
James Brian Biggs
RONNIE LEE JACKSON
Joseph John Cavazos
Jason Garrett Hull

Other Offices

STOREN FINANCIAL · ZIONSVILLE, IN
AMERIPRISE FINANCIAL SERVICES, LLC · Zionsville, IN
PNC WEALTH MANAGEMENT LLC · ZIONSVILLE, IN
J.P. MORGAN SECURITIES LLC · ZIONSVILLE, IN
EDWARD JONES · ZIONSVILLE, IN
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · ZIONSVILLE, IN
EDWARD JONES · ZIONSVILLE, IN
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT · Zionsville, IN

More in Zionsville, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor