Matthew
Stockburger

Q3 Advisors, LLC

CRD#6436400
Investment Advisor
in Brooklyn, NY

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About this Advisor

Matthew Stockburger is a financial advisor based in Brooklyn, New York, working with Q3 Advisors, LLC. Matthew has previously held positions at Capital Investment Companies, Bottle Rev 3, North Carolina State University, Capital Investment Group, Inc, Capital Investment Advisory Services, LLC, Lincoln Investment Planning, LLC, The Vanguard Group, Inc, Masterworks Investor Services LLC, Arete Wealth Management LLC, Arete Wealth Advisors LLC, Masterworks Advisers, LLC, Q3 Advisors, and Brookstone Capital Management. Matthew has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Matthew is part of Q3 Advisors, LLC, which operates out of Brooklyn, New York. The firm has 6 offices and 9 employees. The services offered by the firm include financial planning services. The fee structure at Q3 Advisors, LLC includes fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services

Fee Structure

Fixed Fees

Office Location

Brooklyn, NY

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Q3 Advisors, LLC Brokerage Details

Total Number of Employees

9

Investment Advisory Services

  • Financial planning services

Matthew Stockburger Work History

2024 - Present (1 year)

Q3 Advisors

2023 - 2024 (1 year)

Masterworks Advisers, LLC

2022 - 2023 (1 year)

Masterworks Investor Services LLC

2022 - 2023 (1 year)

Arete Wealth Management LLC

2022 - 2023 (1 year)

Arete Wealth Advisors LLC

2020 - 2021 (1 year)

The Vanguard Group, Inc

2019 - 2020 (1 year)

Lincoln Investment Planning, LLC

2018 - 2018 (< 1 year)

Capital Investment Group, Inc

2018 - 2018 (< 1 year)

Capital Investment Advisory Services, LLC

2018 - 2019 (1 year)

Brookstone Capital Management

2017 - 2018 (1 year)

Capital Investment Companies

2016 - 2017 (1 year)

Bottle Rev 3

2012 - 2015 (3 years)

North Carolina State University

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Disclosures

Please visit the SEC profile of Matthew Stockburger 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 Q3 Advisors, LLC

Joseph Taylor
Doylestown, PA
Richard Romero
Herndon, VA
Stephen Avery
Sarasota, FL
Brian Hickox
West Palm Beach, FL
Derrick Dehays
Denver, CO
Ralph Rigler
Boca Raton, FL
Matthew Stockburger
Brooklyn, NY
Daniel Jandro
Eagen, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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