Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
35yrs
Michael Stein is a fiduciary financial advisor in Morristown, New Jersey, with 35 years in the industry. Michael joined Stifel, Nicolaus & Company in 2010, after a year at Morgan Stanley and seven years at Citigroup Global Markets. Stifel, Nicolaus & Company offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.
One of 1155 advisors with offices in Morristown, and one of 1029 fiduciaries.
At a glance
Experience35 years (since 1992)
How that compares ?Top 9% by experience nationwide
Office305 Madison Avenue, Morristown, NJ 07960
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- Jun 2009 – Aug 2010Morgan StanleyPreviously
- 2002 – 2009Citigroup Global Markets Inc.Previously
Contact Michael
Local office(973) 549-4000Ask for Michael. (314) 342-2000Main office · St. Louis, MO 305 Madison AvenueMorristown, NJ 07960Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Michael’s local office at (973) 549-4000 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Michael Stein.
How long has Michael been a financial advisor?
Michael has been in the industry since 1992, about 35 years. Top 9% by experience nationwide.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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