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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Matthew Jeffrey Stehle

Advisor at CITIZENS SECURITIES, INC.

West Palm Beach, FL | PITTSBURGH, PA | BUTLER, PA

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Search this name across graphsid dfx:ria:a6fa668a-2975-230f-72f4-5fbc603198f0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 23, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CITIZENS SECURITIES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 4, 2015
First registration: Dec 23, 2015
Dual registered: yes, broker-dealer
Other names: Matthew Jeffrey Stehle
IAPD individual key: 6266933

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Sep 9, 2026	n/a	yes	BUTLER, PA\|PITTSBURGH, PA\|West Palm Beach, FL	Current employment
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	May 21, 2026	Aug 31, 2026	no	Cranberry Twp, PA	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Mar 12, 2021	Apr 27, 2026	no	GROVE CITY, PA\|SLIPPERY ROCK, PA\|HERMITAGE, PA\|MERCER, PA\|MONROEVILLE, PA\|NEW CASTLE, PA\|MEADVILLE, PA\|OIL CITY, PA\|MEADVILLE, PA\|New Castle, PA\|New Castle, PA\|OAKMONT, PA\|ZELIENOPLE, PA	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Aug 8, 2017	Jul 30, 2019	no	ZELIENOPLE, PA\|MONROEVILLE, PA	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Dec 23, 2015	Jul 11, 2017	no	SEWICKLEY, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	CITIZENS SECURITIES, INC.	Aug 31, 2026	Sep 9, 2026	9	Firm change	Other
CITIZENS SECURITIES, INC.	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Apr 27, 2026	May 21, 2026	24	Firm change	Other
PRINCIPAL SECURITIES, INC.	CITIZENS SECURITIES, INC.	Jul 11, 2017	Aug 8, 2017	28	Firm change	Other

Relationships

Registered with (3)

→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Mar 12, 2021 to Apr 27, 2026factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
May 21, 2026 to Aug 31, 2026factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Dec 23, 2015 to Jul 11, 2017factForm ADV

Dated events

Occurred
Aug 31, 2026
Advisor changed firm
Matthew Jeffrey Stehle left Northwestern Mutual Investment Services,Llc for Citizens Securities, Inc. (registered 2026-09-09)
Form ADVobserved 6 days ago
Occurred
Apr 27, 2026
Advisor changed firm
Matthew Jeffrey Stehle left Citizens Securities, Inc. for Northwestern Mutual Investment Services,Llc (registered 2026-05-21)
Form ADVobserved 6 days ago