Matthew Lee Stadler

Employer firm

Embree Financial Group CRD 108233

$2.64B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → Present
  Waterstone Financial Group
  Itasca, IL
• 01/2003 → Present
  Moody Investment Advisors
  Chicago, IL
• 09/2009 → Present
  Lpl Financial Corporation
  Glenview, IL

Previous Registrations

• 2001-04-02 → 2002-12-11
  Bedford Financial Group, Inc.
  Northbrook, IL

Other Businesses

MOODY INVESTMENT ADVISORS, RIA BUSINESS. 440 N WELLS ST., #530, CHICAGO, IL 60610, PAUL EMBREE-SUPERVISOR, 30 HRS/WK DURING SECURITIES HOURS, PERCENT OF ASSETS MANAGED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-06
• S63 Uniform Securities Agent State Law Examination
  1991-06-08

Other Names

• Matt Stadler