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MS

Matthew C. Stoutenburg

CORNELL POCHILY INVESTMENT ADVISORS
Ithaca, NY 14850-1094
Some features on this profile are disabled
CRD#: 6198702
MS

Professional summary

Matthew C Stoutenburg, who also goes by Matthew C Stoutenburg, is a registered financial advisor currently at CORNELL POCHILY INVESTMENT ADVISORS, INC. located in Ithaca, New York.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew C Stoutenburg

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew C Stoutenburg's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 12, 2023 - Present

CORNELL POCHILY INVESTMENT ADVISORS, INC.

Office #1: 2415 North Triphammer Road Suite 1, Ithaca, NY 14850-1094
RIA
CRD#: 145355
Ithaca, NY
Past

May 24, 2017 - June 14, 2023

LPL FINANCIAL LLC

RIA
CRD#: 6413
ITHACA, NY
Past

May 23, 2017 - June 14, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
ITHACA, NY
Past

March 20, 2015 - May 16, 2017

EDWARD JONES

RIA
CRD#: 250
SPENCER, NY
Past

March 20, 2015 - May 16, 2017

EDWARD JONES

BD
CRD#: 250
SPENCER, NY
Past

July 30, 2014 - March 17, 2015

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
VESTAL, NY
Past

July 1, 2013 - March 17, 2015

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
VESTAL, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CORNELL POCHILY INVESTMENT ADVISORS, INC.
CORNELL POCHILY INVESTMENT ADVISORS, INC. | XENA WEALTH MANAGEMENT, INC.

CRD#: 145355 / SEC#: 801-68467

RIA
Registered Investment Advisory firm - (10/24/2007 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(6/12/2023)
IAR
Texas
(6/13/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/30/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/12/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/1/2013
General Securities Representative Examination

Current Firm

CP
CORNELL POCHILY INVESTMENT ADVISORS, INC.
CORNELL POCHILY INVESTMENT ADVISORS, INC. | XENA WEALTH MANAGEMENT, INC.

CRD#: 145355 / SEC#: 801-68467

RIA
Registered Investment Advisory firm - (10/24/2007 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2415 North Triphammer Road Suite 1, Ithaca, NY 14850-1094
Mailing Address
Phone number
(607) 391-7080
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CORNELL POCHILY INVESTMENT ADVISORS, INC. DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,282
AUM (Assets Under Management)$ 570,312,667

Red Flags

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.

Company Information

CORNELL POCHILY INVESTMENT ADVISORS, INC.

CRD#: 145355Ithaca, NY 14850-1094

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