Matthew T. Swarbrick
ALONGSIDE
Allen, TX 75013
Some features on this profile are disabled
CRD#: 5770614
Professional summary
Matthew Thomas Swarbrick, CFP®, ChFC®, CLU®, who also goes by Matthew T Swarbrick, is a registered financial advisor currently at ALONGSIDE, LLC located in Allen, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew T Swarbrick
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.
FIXED INSURANCE BUSINESS POSITION: Insurance Agent NATURE: Selling/servicing fixed insurance contracts. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/27/2020 ADDRESS: 1101 Central Expy S Ste 175, Allen TX 75013, United States DESCRIPTION: Selling/servicing fixed insurance contracts. RIDGEMONT 1C110, LLC POSITION: President NATURE: LLC is established for the expenses of Abiding Wealth Partners business. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/27/2020 ADDRESS: 1101 Central Expressway South Suite 175, Allen TX 75013, United States DESCRIPTION: Hire people, pay expenses, gather tax forms. SOUTHERN HIDEAWAY LLC POSITION: Owner NATURE: I have a second home in Broken Bow, OK that will occasionally be rented out for income. I will not be very involved as someone is helping with the cleaning and booking of the cabin. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2017 ADDRESS: 182 Orange Blossom Ln, Broken Bow OK 74728, United States DESCRIPTION: I don't have many duties other than talking to the property manager about anything that needs to be fixed or updated. My wife takes care of these calls, she just tells me the result.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Thomas Swarbrick'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: 2013
Experience
Current
June 2, 2025 - Present
ALONGSIDE, LLC
Office #1: 101 Central Expressway S Ste 175, Allen, TX 75013RIA
CRD#: 333587
Allen, TX
Past
July 11, 2024 - June 3, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Allen, TX
Past
October 29, 2020 - July 10, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Allen, TX
Past
September 1, 2020 - July 7, 2025
THRIVENT ADVISOR NETWORK, LLC
RIA
CRD#: 304569
Allen, TX
Past
July 30, 2010 - October 28, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
ARLINGTON, TX
Past
July 8, 2010 - October 28, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
ARLINGTON, TX
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".
AL
ALONGSIDE, LLC
ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC
CRD#: 333587 / SEC#: 801-131682
RIA
Registered Investment Advisory firm - (1/15/2025 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
Texas(6/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AL
ALONGSIDE, LLC
ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC
CRD#: 333587 / SEC#: 801-131682
RIA
Registered Investment Advisory firm - (1/15/2025 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3711 S Mopac Expy Suite 150, Austin, TX 78746
Mailing Address
Phone number
(214) 563-1190
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (8 States and Territories)
Documents
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.
