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Matthew Eric Stockburger

Q3 Advisors, LLC

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About Matthew Eric Stockburger

Matthew Stockburger is a financial advisor at Q3 Advisors, LLC. Matthew has been in the financial services industry since 2017. Matthew holds the Series 66, Series 7, and SIE licenses. Matthew is also a Certified Financial Planner. Matthew has experience working with a variety of clients, including high net worth individuals, corporations, and charitable organizations. Q3 Advisors, LLC is a registered investment advisor that provides financial planning, portfolio management, and other investment advisory services to individual and institutional clients. Q3 Advisors, LLC is committed to providing its clients with personalized investment advice and guidance.

Firm Information

Matthew Stockburger is currently registered with Q3 Advisors, LLC. Q3 Advisors, LLC is an investment advisor registered with the SEC. The firm provides financial planning services to individuals and other client types. They have 7 investment advisor representatives and 1 licensed agent.

Not reported

Assets Under Management

224

Total Clients

7

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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fixed fees

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

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Matthew Stockburger’s Registration & Firm History

NY

04/10/2024 - Present

Q3 Advisors, LLC (Brooklyn NY)

NY

01/03/2022 - 12/31/2022

ARETE WEALTH MANAGEMENT, LLC (New York NY)

PA

09/24/2020 - 12/31/2021

VANGUARD MARKETING CORPORATION (MALVERN PA)

PA

05/02/2019 - 07/24/2020

LINCOLN INVESTMENT (Horsham PA)

NC

11/13/2017 - 04/02/2018

CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 01/31/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Eric Stockburger.
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