Matthew Stoutenburg, financial advisor Cortland NY
90 score

Matthew Stoutenburg

CRD Number: 6198702
Current Firm: Lpl Financial LLC

Matthew Stoutenburg (CRD# 6198702) is an Investment Advisor Representative working at Lpl Financial LLC in Cortland, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Ithaca, NY May 2017 - Current < 1
Cfcu Community Credit Union Ithaca, NY May 2017 - Current < 1
Edward Jones St Louis, MO Mar 2015 - May 2017 2
Axa Advisors LLC New York, NY Jul 2013 - Mar 2015 1
Haefele Tv Inc. Spencer, NY May 2012 - Jul 2013 1
Newfane Central Schools Newfane, NY Mar 2012 - May 2012 < 1
Suny Buffalo Buffalo, NY Aug 2010 - May 2012 1
M & T Bank Snyder, NY Oct 2011 - Mar 2012 < 1
Center For Spectrum Services Kingston, NY Dec 2009 - Aug 2010 < 1
Suny Potsdam Potsdam, NY Aug 2005 - Dec 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
S63 Uniform Securities State Law Examination Sep 2013
Contact Info for Matthew C. Stoutenburg
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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