Matthew R. Lowery
THE STRATEGIC FINANCIAL ALLIANCE
Myrtle Beach, SC 29577
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CRD#: 5141483
Professional summary
Matthew Radcliff Lowery, CFP®, who also goes by Rad Lowery, is a registered financial advisor currently at THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Myrtle Beach, South Carolina and CAROLINA WEALTH ADVISORS located in Myrtle Beach, South Carolina.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Matthew has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rad 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. CAROLINA WEALTH ADVISORS, LLC - INVESTMENT RELATED - 1110 LONDON STREET, SUITE 204 MYRTLE BEACH, SC 29577 - REGISTERED INVESTMENT ADVISER; DBA FOR FINANCIAL SERVICES OFFERED THROUGH SFA - PARTNER AND INVESTMENT ADVISER REPRESENTATIVE - 06/30/2017 - APPROXIMATELY 160 HOURS/MONTH INCLUDING DURING TRADING - INVESTMENT ADVISER REPRESENTATIVE. 2. COASTAL CAPITAL ADVISORS, LLC - NOT INVESTMENT RELATED - LOCATION: 2010 CHADBURY LANE MYRTLE BEACH, SC 29588 MAILING: PO BOX 14152 SURFSIDE BEACH, SC 29587 - PASSTHROUGH ENTITY; PREVIOUSLY MR. LOWERY'S RIA WHICH WAS CLOSED; THE ENTITY NAME REMAINS REGISTERED WITH NO CURRENT ACTIVITY; TWO WEBSITE DOMAINS OWNED BY COASTAL CAPITAL ADVISORS DIRECT CLIENTS TO CAROLINA WEALTH ADVISORS' WEBSITE - OWNER - 2012 - 0 HOURS DEVOTED TO ACTIVITY - NO CURRENT DAY TO DAY ACTIVITY. 3. TWO COASTAL GRADS, LLC - NOT INVESTMENT RELATED - 1110 LONDON STREET, SUITE 204 MYRTLE BEACH, SC 29577 - HOLDS REAL ESTATE WITH NO OTHER ACTIVITIES - PARTNER - 01/03/2014 - 1 HOUR PER MONTH DURING TRADING - PAY ANNUAL PROPERTY TAXES AND SERVICE LOAN ON REAL ESTATE. 4. M. RADCLIFF LOWERY, CPA, LLC - NOT INVESTMENT RELATED - MAILING: PO BOX 14152, SURFSIDE BEACH, SC 29577, PHYSICAL: 1110 LONDON STREET, SUITE 204 MYRTLE BEACH, SC 29577 - NO LONGER USED FOR DAY TO DAY BUSINESS; ENTITY IS PARTIAL OWNER OF CAROLINA WEALTH ADVISORS, LLC AND IS USED FOR BUSINESS TAX PURPOSES - OWNER - 08/2008 - 0 HOURS/MONTH - NO DAY TO DAY ACTIVITIES. 5. THE CENTER FOR COUNSELING AND WELLNESS. NOT INVESTMENT RELATED. 110 YE OLD KINGS HWY, NORTH MYRTLE BEACH, SC 29582. NON-PROFIT CENTER FOR COUNSELING. PRESIDENT OF THE BOARD OF DIRECTORS. 05/08/19. 2 HOUR/MONTH, 0 DURING TRADING. ATTEND QUARTERLY MEETINGS AND ASSIST WITH CREATING/MAINTAINING IPS AND FINANCIAL RELATED AREAS. 6. STRATEGIC FINANCIAL ALLIANCE INSURANCE SERVICES, INC., INVESTMENT RELATED, 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA 30345, INSURANCE, INSURANCE AGENT, SINCE 01/2014, DEVOTE 5-10 HOURS PER MONTH, 5-10 HOURS DURING DURING SECURITIES TRADING HOURS, INSURANCE RECOMMENDATIONS 7.Name: Finance and Economics Advisory Board Coastal Carolina University Position: Board Member Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 06/01/2023 Nature: It is the purpose of the Advisory Board to work with the faculty of the Department of Finance and Economics to advise on the following matters: a) review of the existing undergraduate curriculum of the various undergraduate and graduate courses/programs in finance and economics. 8. Name: CSRL, LLC Position: Partner Nature: The business holds real estate with no other activities. Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 06/24/2024 Address: 1110 London St, Ste 204, Myrtle Beach SC 29577, United States Description: Pay annual property taxes, and service loan on real estate.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Radcliff Lowery's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Matthew Radcliff Lowery'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: 2008
Experience
Current
July 23, 2014 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 1110 London Street Suite 204, Myrtle Beach, SC 29577RIA
BD
CRD#: 126514
Myrtle Beach, SC
Current
September 22, 2017 - Present
CAROLINA WEALTH ADVISORS
Office #1: 1110 London Street Suite 204, Myrtle Beach, SC 29577RIA
CRD#: 288837
Myrtle Beach, SC
Current
March 17, 2014 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 1110 London Street Suite 204, Myrtle Beach, SC 29577RIA
BD
CRD#: 126514
Myrtle Beach, SC
Past
March 26, 2013 - August 1, 2014
COASTAL CAPITAL ADVISORS, LLC
RIA
CRD#: 166474
MYRTLE BEACH, SC
Past
March 19, 2009 - March 25, 2013
AMERITRUST INVESTMENT ADVISORS, LLC
RIA
CRD#: 149352
MYRTLE BEACH, SC
Past
January 22, 2009 - March 11, 2009
AVENTURA CAPITAL MANAGEMENT, LLC
RIA
CRD#: 142478
BOCA RATON, FL
Past
January 12, 2009 - March 11, 2009
AVENTURA SECURITIES, LLC
BD
CRD#: 142374
MYRTLE BEACH, SC
Past
September 29, 2008 - December 31, 2008
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
SURFSIDE BEACH, SC
Past
August 15, 2006 - November 1, 2007
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
COLUMBIA, SC
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".
TS
THE STRATEGIC FINANCIAL ALLIANCE, INC.
ADAMS FINANCIAL SERVICES | WELLSPRING ADVISORY SERVICES, LLC | TOM BECK COMPANY | THE STRATEGIC FINANCIAL ALLIARCE | THE STRATEGIC FINANCIAL ALLIANCE, INC. | THE STRATEGIC FINANCIAL ALLIANCE | THE RAPPAHANNOCK WEALTH ADVISORS, INC. | THE BAKER FINANCIAL GROUP, LLC | STARR CAPITAL | SNYDER FINANCIAL GROUP | SHERPA FINANCIAL ADVISORS | RELIANCE ADVISORY SERVICES, INC. | RAUSCH FINANCIAL SERVICES | PRIVATE CLIENT ADVISORY | PREHMUS FINANCIAL PARTNERS | OAK WEALTH MANAGEMENT | O'NEIL FINANCIAL ADVISORS | NORTH GEORGIA WEALTH ADVISORS | NAKAMURA STRATEGIC FINANCIAL PLANNING | MONEY CONCEPTS, INC. | MAIN ADVISORY | LFA PRIVATE WEALTH MANAGEMENT | LEGACY FINANCIAL ASSOCIATES | KOEHN FINANCIAL GROUP | KNIGHT ASSET MANAGEMENT | KJM WEALTH MANAGEMENT | KEOWEE FINANCIAL GROUP, INC. | KEIHATSU WEALTH MANAGEMENT | KEEN ADVISOR GROUP | KEEN & POCOCK | KAP FINANCIAL SOLUTIONS | GROWTHPOINT ADVISORS, LLC | GOLDEN SWORD ALLIANCE | GEORGIA WEALTH PARTNERS | GENCREST CAPITAL PARTNERS | FRANK REYNOLDS AND COMPANY | FINANCIAL PLANNING ADVISORY SERVICE, INC. | ENCORE FINANCIAL CONSULTING | DUNN FINANCIAL SERVICES | DERAND CAPITAL MANAGEMENT GROUP / THE RETIREMENT COACH | DAVIS WEALTH PLANNING | CORRIGAN FINANCIAL | CORNERSTONE WEALTH SERVICES | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | CAROLINA WEALTH ADVISORS | CARNEGIE WEALTH MANAGEMENT | CARLYLE WEALTH MANAGEMENT | CAPITAL INSIGHT GROUP | BOWERS PRIVATE WEALTH MANAGEMENT | BENNCO ADVISORS
CRD#: 126514 / SEC#: 801-62226, 8-65885
RIA
Registered Investment Advisory firm - SEC (7/18/2003 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(8/15/2014)
RR
Georgia(8/14/2014)
RR
Kansas(1/2/2024)
RR
Kentucky(9/8/2014)
RR
Maryland(8/18/2014)
RR
Massachusetts(1/3/2023)
RR
Michigan(1/5/2021)
RR
New Jersey(1/2/2024)
RR
New York(8/15/2014)
RR
North Carolina(8/15/2014)
RR
Pennsylvania(8/15/2014)
RR
South Carolina(3/28/2014)
IAR
South Carolina(7/23/2014)
IAR
Texas(10/27/2022)
RR
Virginia(8/15/2014)
RR
West Virginia(9/8/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TS
THE STRATEGIC FINANCIAL ALLIANCE, INC.
ADAMS FINANCIAL SERVICES | WELLSPRING ADVISORY SERVICES, LLC | TOM BECK COMPANY | THE STRATEGIC FINANCIAL ALLIARCE | THE STRATEGIC FINANCIAL ALLIANCE, INC. | THE STRATEGIC FINANCIAL ALLIANCE | THE RAPPAHANNOCK WEALTH ADVISORS, INC. | THE BAKER FINANCIAL GROUP, LLC | STARR CAPITAL | SNYDER FINANCIAL GROUP | SHERPA FINANCIAL ADVISORS | RELIANCE ADVISORY SERVICES, INC. | RAUSCH FINANCIAL SERVICES | PRIVATE CLIENT ADVISORY | PREHMUS FINANCIAL PARTNERS | OAK WEALTH MANAGEMENT | O'NEIL FINANCIAL ADVISORS | NORTH GEORGIA WEALTH ADVISORS | NAKAMURA STRATEGIC FINANCIAL PLANNING | MONEY CONCEPTS, INC. | MAIN ADVISORY | LFA PRIVATE WEALTH MANAGEMENT | LEGACY FINANCIAL ASSOCIATES | KOEHN FINANCIAL GROUP | KNIGHT ASSET MANAGEMENT | KJM WEALTH MANAGEMENT | KEOWEE FINANCIAL GROUP, INC. | KEIHATSU WEALTH MANAGEMENT | KEEN ADVISOR GROUP | KEEN & POCOCK | KAP FINANCIAL SOLUTIONS | GROWTHPOINT ADVISORS, LLC | GOLDEN SWORD ALLIANCE | GEORGIA WEALTH PARTNERS | GENCREST CAPITAL PARTNERS | FRANK REYNOLDS AND COMPANY | FINANCIAL PLANNING ADVISORY SERVICE, INC. | ENCORE FINANCIAL CONSULTING | DUNN FINANCIAL SERVICES | DERAND CAPITAL MANAGEMENT GROUP / THE RETIREMENT COACH | DAVIS WEALTH PLANNING | CORRIGAN FINANCIAL | CORNERSTONE WEALTH SERVICES | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | CAROLINA WEALTH ADVISORS | CARNEGIE WEALTH MANAGEMENT | CARLYLE WEALTH MANAGEMENT | CAPITAL INSIGHT GROUP | BOWERS PRIVATE WEALTH MANAGEMENT | BENNCO ADVISORS
CRD#: 126514 / SEC#: 801-62226, 8-65885
RIA
Registered Investment Advisory firm - SEC (7/18/2003 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Phone number
(678) 954-4000
Established
Georgia since 02/13/2003
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
63
SEC notice filing (50 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SFA HOLDINGS, INC. | SHAREHOLDER | |
| COPELAND, JOSEPH KILLINGSWORTH | VICE PRESIDENT, INFORMATION SYSTEMS & TECHNOLOGY | 6847982 |
| GOLDSMITH, ARTHUR BERTRAM | SVP | 706059 |
| HARRELL, VERONICA RAY | ASSISTANT VICE-PRESIDENT | 5898449 |
| JONES, DEADERICK K | VICE PRESIDENT, CCO | 3029947 |
| SCHROLL, DAVID | VICE-PRESIDENT SUPERVISION | 5055067 |
| SLOVIN, CLIVE | DIRECTOR | 1101301 |
| SULLIVAN, JULIE ANN | PRESIDENT, DIRECTOR | 1112088 |
| TATUM, ANNA ELISE | CFO | 7273094 |
Regulatory assets under management
| Total Number of Accounts | 1,394 |
| AUM (Assets Under Management) | $ 470,940,835 |
Disclosures
| Regulatory Event | 1 |
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
THE STRATEGIC FINANCIAL ALLIANCE, INC.
CRD#: 126514Myrtle Beach, SC 29577TRUST BUT VERIFY
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