Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

AdvisorLive

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's AdvisorLive helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

MS

Matthew Kyle Stapen

QUASAR DISTRIBUTORS

Naples, FL

·CRD# 2304714·33 years experience

Professional Summary

Matthew Kyle Stapen, who also goes by Matt Stapen, Matthew Stapen, is a registered financial advisor currently at QUASAR DISTRIBUTORS, LLC located in Naples, Florida. Matthew is registered as a RR (Registered Representative) and started their career in finance in 1992. Matthew has worked at 14 firms and has passed the Series 63, Series 72, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matt Stapen, Matthew Stapen

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Years of Experience

33 years in the financial services industry

Current & Past Employments

QUASAR DISTRIBUTORS, LLC·CRD# 103848

BD

801 Laurel Oak Drive Suite 300a, Naples, FL 34108

November 20, 2025 - Present

BTIG, LLC·CRD# 122225

BD

Miami, FL

July 18, 2022 - September 12, 2025

MIZUHO SECURITIES USA LLC·CRD# 19647

BD

New York, NY

April 25, 2019 - July 18, 2022

STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793

BD

New York, NY

December 2, 2015 - April 18, 2019

HAPOALIM SECURITIES USA, INC.·CRD# 266

BD

New York, NY

March 6, 2012 - December 11, 2015

CANTOR FITZGERALD & CO.·CRD# 134

BD

New York, NY

August 3, 2009 - December 15, 2011

NATWEST MARKETS SECURITIES INC.·CRD# 11707

BD

Greenwich, CT

February 23, 2009 - May 7, 2009

ABN AMRO INCORPORATED·CRD# 15776

BD

Greenwich, CT

June 1, 2004 - February 24, 2009

COMMERZ MARKETS LLC·CRD# 41957

BD

New York, NY

March 4, 2004 - June 2, 2004

HSBC SECURITIES (USA) INC.·CRD# 19585

BD

New York City, NY

July 6, 2000 - August 22, 2003

FEDERATED SECURITIES CORP.·CRD# 5009

BD

Pittsburgh, PA

January 16, 1996 - March 14, 2000

STIRES & CO., INC.·CRD# 6813

BD

New York, NY

October 23, 1995 - November 14, 1995

FINANCORP GROUP INTERNATIONAL CORPORATION·CRD# 31793

BD

Miami, FL

August 26, 1993 - October 25, 1994

BARCLAYS CAPITAL INC.·CRD# 19714

BD

New York, NY

December 1, 1992 - April 14, 1993

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Current Firm

QD

QUASAR DISTRIBUTORS, LLC

QUASAR DISTRIBUTORS, LLC

CRD#: 103848 / SEC#: 8-52323

BD

Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

190 Middle Street Suite 301, Portland, ME 04101

Mailing Address

190 Middle Street Suite 301, Portland, ME 04101

Phone Number

(866) 251-6920

Established

Delaware since 01/21/2000

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

Name	Position	CRD#
FORESIDE DISTRIBUTORS, LLC	SOLE MEMBER	—
COWAN, TERESA MARIA KAZMIERSKI	PRESIDENT/MANAGER/DIRECTOR	1544189
EDELMAN, GABRIEL	SECRETARY	6654419
LA FOND, SUSAN LORENE	VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER	4512785
LANZA, CHRISTOPHER CONTE	VICE PRESIDENT	2184856
MACCHIA, KATE SCHENDEL	VICE PRESIDENT	4863973
SOMMERS, WESTON	CFO/FINOP	5290145

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(1/23/2026)

RR

Alaska
(1/23/2026)

RR

Arizona
(1/23/2026)

RR

Arkansas
(1/23/2026)

RR

California
(1/23/2026)

RR

Colorado
(1/23/2026)

RR

Connecticut
(1/23/2026)

RR

Delaware
(1/23/2026)

RR

District of Columbia
(1/23/2026)

RR

Florida
(11/20/2025)

RR

Georgia
(1/23/2026)

RR

Hawaii
(1/23/2026)

RR

Idaho
(1/23/2026)

RR

Illinois
(1/23/2026)

RR

Indiana
(1/23/2026)

RR

Iowa
(1/23/2026)

RR

Kansas
(1/23/2026)

RR

Kentucky
(1/23/2026)

RR

Louisiana
(1/23/2026)

RR

Maine
(1/23/2026)

RR

Maryland
(1/23/2026)

RR

Massachusetts
(1/23/2026)

RR

Michigan
(1/23/2026)

RR

Minnesota
(1/23/2026)

RR

Mississippi
(1/23/2026)

RR

Missouri
(1/23/2026)

RR

Montana
(1/23/2026)

RR

Nebraska
(1/23/2026)

RR

Nevada
(1/23/2026)

RR

New Hampshire
(1/23/2026)

RR

New Jersey
(1/23/2026)

RR

New Mexico
(1/23/2026)

RR

New York
(1/23/2026)

RR

North Carolina
(1/23/2026)

RR

North Dakota
(1/23/2026)

RR

Ohio
(1/26/2026)

RR

Oklahoma
(1/23/2026)

RR

Oregon
(1/23/2026)

RR

Pennsylvania
(1/23/2026)

RR

Rhode Island
(1/23/2026)

RR

South Carolina
(1/23/2026)

RR

South Dakota
(1/23/2026)

RR

Tennessee
(1/23/2026)

RR

Texas
(11/20/2025)

RR

Utah
(1/23/2026)

RR

Vermont
(1/23/2026)

RR

Virginia
(1/23/2026)

RR

Washington
(1/23/2026)

RR

West Virginia
(1/23/2026)

RR

Wisconsin
(1/23/2026)

RR

Wyoming
(1/23/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1993About the Series 63 exam

Series 72 — Government Securities Representative Examination

Passed Jan 2023

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1992About the Series 7 exam

FINRA

SRO Registrations

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Matthew Kyle Stapen's CRS (Customer Relationship Summary).

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

MS

Follow Matthew

Get alerted to job moves, licensing changes, and new disclosures

Free — no card required