Matthew B. Lowery
PORTSIDE WEALTH GROUP
PEORIA, AZ
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CRD#: 4452645
Professional summary
Matthew Boyce Lowery Sr., CFP®, who also goes by Matt Lowery, Matthew Boyce Lowery, is a registered financial advisor currently at PORTSIDE WEALTH GROUP, LLC located in Peoria, Arizona.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Matthew has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Lowery | Matthew Boyce Lowery
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.
1.) INDEPENDENT INSURANCE AGENT - 2/4/2022 - 9515 W Running Deer Trail, Peoria, AZ 85383 - Licensed life & health & accident producer, Solicitation, Consultation and Sales of Fixed Insurance products for life, health and fixed annuities, Not Invt Rel, Insurance business, 160 hrs/mo; 100 hrs/mo (during trading hours). 2.) SUNCREST ADVISORS - 2/4/2022 - 24654 N. Lake Pleasant Pkwy, #103, Peoria, AZ 85383 - Managing partner/wealth management advisor, Certified Financial Planner Practitioner, Group for commission based products. Total wealth management, Invt Rel, Insurance business, 160 hrs/mo; 100 hrs/mo (during trading hours). 3.) ENTERTAINMENT - 1/1/1997 - 9515 W Running Deer Trail, Peoria, AZ 85383 - Performer, Performing, Not Invt Rel, Singing/Acting business, 5 hrs/mo; 0 hrs/mo (during trading hours) 4.) PORTSIDE WEALTH GROUP; 04/2023 3507 N UNIVERSITY AVE SUITE 150 PROVO, UT 84604 - IAR, Financial planning and investment advice with portfolio management for fee, Invt Rel, RA business, 160 hrs/mo; 100 hrs/mo (during trading hours). 5.) INSPIRATION MOUNTAIN LLC -12/12/2023 - 9515 W Running Deer Trail, Peoria, AZ 85383 - President, Manager, not inv't rel, personally owned pass-through LLC for tax planning purposes only (LLC will not be in the public's eye, nor will it ever be mentioned and is thus not being used as a DBA), 1 hrs/mo; 0 hrs/mo (during trading hours). 6.) PORTSIDE WEALTH GROUP LLC - 3/24/23 - 9515 W Running Deer Trail, Peoria, AZ 85383 - Regional Vice President, In charge of midwest life production, Inv't Rel, Life Insurance Regional VP, 40 hrs/mo; 40 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Boyce Lowery Sr.'s 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®
Start date: 2020
Experience
Current
April 25, 2023 - Present
PORTSIDE WEALTH GROUP, LLC
RIA
CRD#: 325175
PEORIA, AZ
Past
February 10, 2023 - July 19, 2024
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
Past
February 22, 2022 - January 25, 2023
DFPG INVESTMENTS, LLC
BD
CRD#: 155576
Peoria, AZ
Past
February 14, 2022 - June 14, 2023
TOWNSQUARE CAPITAL, LLC
RIA
CRD#: 288576
Peoria, AZ
Past
November 14, 2014 - February 8, 2022
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
SCOTTSDALE, AZ
Past
September 17, 2014 - February 8, 2022
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SCOTTSDALE, AZ
Past
August 1, 2012 - August 4, 2014
BMO HARRIS FINANCIAL ADVISORS, INC.
RIA
CRD#: 137115
PHOENIX, AZ
Past
August 1, 2012 - August 4, 2014
BMO HARRIS FINANCIAL ADVISORS, INC.
BD
CRD#: 137115
PHOENIX, AZ
Past
April 26, 2012 - August 1, 2012
M&I FINANCIAL ADVISORS, INC
RIA
CRD#: 16517
SCOTTSDALE, AZ
Past
May 13, 2010 - April 19, 2012
M&I INVESTMENT MANAGEMENT CORP.
RIA
CRD#: 109802
MILWAUKEE, WI
Past
December 22, 2009 - March 30, 2010
M&I FINANCIAL ADVISORS, INC
RIA
CRD#: 16517
SCOTTSDALE, AZ
Past
December 17, 2009 - August 1, 2012
M&I FINANCIAL ADVISORS, INC
BD
CRD#: 16517
SCOTTSDALE, AZ
Past
July 20, 2009 - December 21, 2009
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
PHOENIX, AZ
Past
July 20, 2009 - December 21, 2009
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
PHOENIX, AZ
Past
August 21, 2007 - March 26, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
WESTLAKE VILLAGE, CA
Past
July 26, 2007 - March 26, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
WESTLAKE VILLAGE, CA
Past
October 15, 2001 - August 14, 2002
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
October 15, 2001 - August 14, 2002
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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".
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
Registered Investment Advisory firm - (3/24/2023 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
Arizona(4/25/2023)
IAR
Texas(6/9/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
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Contact information
Main Address
3507 N University Ave Suite 150, Provo, UT 84604
Mailing Address
Phone number
(385) 412-1222
Established
Firm type
Fiscal year end
# of Employees
47
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,507 |
| AUM (Assets Under Management) | $ 1,125,318,236 |
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.
