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Matthew Patrick Woehnker

Third Seven Capital LLC

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About Matthew Patrick Woehnker

Matthew Woehnker is a financial professional with over 16 years of experience in the industry. Matthew currently works at Third Seven Capital LLC. Matthew has a strong track record of success in the financial services industry, having held positions at several prominent firms, including Blackstone Securities Partners L.P., Millington Securities, Inc. and Foreside Fund Services, LLC. Matthew holds the Series 7, Series 24, and SIE licenses. Matthew is registered in Connecticut, New Jersey, and New York.

Firm Information

Matthew Woehnker is currently registered with Third Seven Capital LLC. Third Seven Capital LLC is a Limited Liability Company formed on July 6, 2011, with a status of Approved. The firm is registered in all 50 states and the District of Columbia, as well as Puerto Rico and the Virgin Islands. Third Seven Capital LLC has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

34

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 Woehnker’s Registration & Firm History

NJ

08/16/2024 - Present

Third Seven Capital LLC (Wall NJ)

NY

10/24/2022 - 05/07/2024

BLACKSTONE SECURITIES PARTNERS L.P. (NEW YORK NY)

NJ

01/06/2020 - 12/31/2021

MILLINGTON SECURITIES, INC. (RED BANK NJ)

NJ

07/12/2018 - 12/31/2019

FORESIDE FUND SERVICES, LLC (Red Bank NJ)

NJ

01/03/2018 - 05/31/2018

MILLINGTON SECURITIES, INC. (RED BANK NJ)

NJ

01/05/2017 - 12/31/2017

FORESIDE FUND SERVICES, LLC (Red Bank NJ)

ME

09/01/2016 - 12/31/2016

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

NJ

01/05/2015 - 08/17/2016

MILLINGTON SECURITIES, INC. (RED BANK NJ)

ME

05/21/2012 - 12/31/2014

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

CA

01/03/2012 - 05/01/2012

BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)

NJ

10/20/2009 - 12/31/2011

BLACKROCK FUND DISTRIBUTION COMPANY (JERSEY CITY NJ)

NJ

08/17/2006 - 10/21/2009

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 12/08/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/23/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Patrick Woehnker.
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