Matthew E. Stockburger

Q3 ADVISORS

Wilmington, NC

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CRD#: 6436400

Professional summary

Matthew Eric Stockburger, CFP®, who also goes by Eric Stockburger Matthew, Matthew Stockburger, Matt Stockburger, is a registered financial advisor currently at Q3 ADVISORS, LLC located in Wilmington, North Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Stockburger Matthew | Matthew Stockburger | Matt Stockburger

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.

Masterworks; investment related; New York, NY; start date as noted in the employment section; 160 hours all during trading hours; Duties art securities sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Eric Stockburger'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®

CFP^®

Certified Financial Planner

Experience

Current

April 10, 2024 - Present

Q3 ADVISORS, LLC

RIA

CRD#: 284220

Wilmington, NC

Past

June 23, 2023 - December 1, 2023

MASTERWORKS ADVISERS, LLC

RIA

CRD#: 324239

NEW YORK, NY

Past

January 4, 2022 - June 29, 2023

ARETE WEALTH ADVISORS, LLC

RIA

CRD#: 145488

New York, NY

Past

January 3, 2022 - December 31, 2022

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

New York, NY

Past

September 24, 2020 - December 31, 2021

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Malvern, PA

Past

September 24, 2020 - December 31, 2021

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

May 2, 2019 - July 24, 2020

LINCOLN INVESTMENT

RIA

CRD#: 519

Horsham, PA

Past

May 2, 2019 - July 24, 2020

CAPITAL ANALYSTS

RIA

CRD#: 162200

Jenkintown, PA

Past

May 2, 2019 - July 24, 2020

LINCOLN INVESTMENT

CRD#: 519

Horsham, PA

Past

April 12, 2018 - April 9, 2019

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Harrisburg, PA

Past

February 16, 2018 - April 2, 2018

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 149124

RALEIGH, NC

Past

November 13, 2017 - April 2, 2018

CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752

RALEIGH, NC

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".

Q3 ADVISORS, LLC

CRAIG G WEAR | Q3 ADVISORS, LLC

CRD#: 284220 / SEC#: 801-129519

RIA

Registered Investment Advisory firm - (2/21/2024 Approved)

Arizona

Registered Investment Advisory firm - (4/17/2024 Terminated)

California

Registered Investment Advisory firm - (5/17/2024 Terminated)

Florida

Registered Investment Advisory firm - (4/17/2024 Terminated)

Illinois

Registered Investment Advisory firm - (4/17/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (4/26/2024 Terminated)

Michigan

Registered Investment Advisory firm - (4/30/2024 Terminated)

Minnesota

Registered Investment Advisory firm - (4/22/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (4/17/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/17/2024 Terminated)

Virginia

Registered Investment Advisory firm - (5/9/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(4/10/2024)

IAR

North Carolina
(10/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/31/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/13/2017

General Securities Representative Examination

Current Firm

Q3 ADVISORS, LLC

CRAIG G WEAR | Q3 ADVISORS, LLC

CRD#: 284220 / SEC#: 801-129519

RIA

Registered Investment Advisory firm - (2/21/2024 Approved)

Arizona

Registered Investment Advisory firm - (4/17/2024 Terminated)

California

Registered Investment Advisory firm - (5/17/2024 Terminated)

Florida

Registered Investment Advisory firm - (4/17/2024 Terminated)

Illinois

Registered Investment Advisory firm - (4/17/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (4/26/2024 Terminated)

Michigan

Registered Investment Advisory firm - (4/30/2024 Terminated)

Minnesota

Registered Investment Advisory firm - (4/22/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (4/17/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/17/2024 Terminated)

Virginia

Registered Investment Advisory firm - (5/9/2024 Terminated)

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Contact information

Main Address

Arvada, CO

Mailing Address

7314 Ralston Rd, Arvada, CO 80002

Phone number

(720) 730-9892

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (11/12/2025)

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.

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Matthew E. Stockburger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Eric Stockburger's CRS (Customer Relationship Summary).

Certified licenses

Experience

MASTERWORKS ADVISERS, LLC

ARETE WEALTH ADVISORS, LLC

ARETE WEALTH MANAGEMENT, LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

LINCOLN INVESTMENT

CAPITAL ANALYSTS

LINCOLN INVESTMENT

BROOKSTONE CAPITAL MANAGEMENT LLC

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

CAPITAL INVESTMENT GROUP, INC.

Primary Firm SEC Registration

Q3 ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2018

SIE

Date: 4/2/2018

Series 7

Date: 11/13/2017

Current Firm

Q3 ADVISORS, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

Q3 ADVISORS, LLC

TRUST BUT VERIFY

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