Cumberland, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$178,440,700,518
ClientsTotal clients
230,676
AdvisorsAdvisors at this office
4
Of 3,340 advisors across 469 offices
Location
130 Greene Street
Cumberland MD 21502
Advisors at this office
4
Advisors at this office
Michael K
CFP®, Series 63, Series 66
Cumberland, MD
STIFEL
Michael Kalloz is a Certified Financial Planner® (CFP®) with 17 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.
Shannon S
Series 66
Cumberland, MD
STIFEL
Shannon Seaders is a financial advisor at Stifel with a Series 66 designation and 10 years of industry experience. She has been with Stifel Nicolaus since 2016. Outside of her advisory work, she owns and operates Samadhi, a business focused on yoga instruction and candlemaking. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses for client use.
Andrew L
Series 66
Cumberland, MD
STIFEL
Andrew Lenda is a financial advisor at STIFEL with 19 years of industry experience and holds the Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously was with Morgan Stanley Private Bank, National Association from 2015 to 2018. STIFEL serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Philip K
Series 66
Cumberland, MD
STIFEL
Philip Kochman is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and previously worked at ABN AMRO Securities (USA) LLC. Outside of his advisory role, he owns a residential condo in Florida. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary analysis and a range of financial planning options.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")