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Matthew Christopher Steere

Canaccord Genuity LLC

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About Matthew Christopher Steere

Matthew Christopher Steere is a financial advisor who has been in the industry since September 20, 1999. Matthew is currently registered with Canaccord Genuity LLC in San Francisco, CA. Matthew has also previously worked at First Albany Capital Inc., Robertson Stephens, Inc., and PaineWebber Incorporated. Matthew holds the Series 7, Series 63, Series 24, Series 79TO and SIE licenses. Matthew is registered in California, Massachusetts, New York, and Texas.

Firm Information

Matthew Steere is currently registered with Canaccord Genuity LLC. Canaccord Genuity LLC is a Limited Liability Company formed in February 2004. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Canaccord Genuity LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

103

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.

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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Matthew Steere’s Registration & Firm History

CA

02/27/2007 - Present

Canaccord Genuity LLC (SAN FRANCISCO CA)

CA

08/22/2002 - 02/28/2007

FIRST ALBANY CAPITAL INC. (SAN FRANCISCO CA)

CA

04/03/2000 - 08/14/2002

ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)

NJ

09/14/1999 - 04/05/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 09/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2013

Series 24 - General Securities Principal 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 09/13/1999

Series 7 - General Securities 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 Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew Christopher Steere.
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