Matthew
Stadler

Embree Financial Group

CRD#1847690
Investment Advisor
in Chicago, IL

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About this Advisor

Matthew Stadler is a financial advisor operating out of Chicago, Illinois who has 19 years of relevant experience. Stadler is an advisor for Embree Financial Group. Their career trajectory has included roles at Lpl Financial Corporation, Moody Investment Advisors and Waterstone Financial Group. Stadler has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois. Embree Financial Group is an advisory business based out of Chicago, IL. It manages $2 billion in total assets across its 620 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 620 accounts, 87% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Embree Financial Group provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial advisory fees largely are based on which service is provided. Fee types billed by Embree Financial Group can consist of some combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

440 N. Wells Suite 530
Chicago, IL 60610

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Embree Financial Group Brokerage Details

Total Assets Under Management

$1,627,630,690

IL Average: $6,674,516,078
Total Number of Employees

14

IL Average: 44
Total Number of Accounts

620

IL Average: 2,564
Average Account Size

$2,625,211

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Matthew Stadler Work History

Matthew has been registered as a financial advisor for 19 years.*

2009 - Present (15 years)

Lpl Financial Corporation

2003 - Present (21 years)

Moody Investment Advisors

2003 - Present (21 years)

Waterstone Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Stadler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Embree Financial Group

James Karabas
Chicago, IL
Michael Peart
Chicago, IL
Andrew Farinelli
Chicago, IL
Samantha Hays
Chicago, IL
Jennifer Clifford
Chicago, IL
Matthew Stadler
Chicago, IL
William Embree
Chicago, IL
Paul Embree
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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