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Christopher Milo Shelby

Piper Sandler & Co.

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About Christopher Milo Shelby

Christopher Milo Shelby is a financial advisor at Piper Sandler & Co. Christopher has been working in the financial industry since 1973. Christopher has a Series 7TO, Series 79TO, SIE and Series 1. Christopher is registered with the state of Pennsylvania and is also a registered representative for Piper Sandler & Co. Christopher has experience with various firms including Northeast Securities, Inc., Hefren-Tillotson, Inc., Russell, Rea & Zappala, Inc. and Arthurs, Lestrade & Short.

Firm Information

Christopher Shelby is currently registered with Piper Sandler & Co.. Piper Sandler & Co. is a corporation headquartered in Minneapolis, Minnesota, that was formed on July 28, 1969. The firm provides analytical reports and public finance consulting program services, and manages portfolios for businesses. The firm has a total of 1,359 registered representatives and 24 investment adviser representatives, and manages approximately $1 billion to $10 billion in assets.
Piper Sandler & Co.

800 NICOLLET MALL

MINNEAPOLIS, MN 55402-7020

$1.58B

Assets Under Management

21

Total Clients

809

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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analytical reports/public finance consulting program

Analytical reports/public finance consulting program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Shelby’s Registration & Firm History

PA

02/10/2011 - Present

Piper Sandler & Co. (PITTSBURGH PA)

PA

11/01/2004 - 03/01/2011

NORTHEAST SECURITIES, INC. (PITTSBURGH PA)

PA

01/01/1991 - 11/01/2004

HEFREN-TILLOTSON, INC. (PITTSBURGH PA)

PA

06/24/1980 - 11/30/1990

RUSSELL, REA & ZAPPALA, INC. (PITTSBURGH PA)

NA

05/03/1974 - 06/19/1980

ARTHURS, LESTRANGE & SHORT

NA

03/05/1973 - 05/18/1974

CHAPLIN MC GUINESS & CO INCORPORATED

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Licenses & Designations

IA

Issued 10/16/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Christopher Milo Shelby.
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