Matthew B. Silvey

UPTICK PARTNERS

Nacogdoches, TX 75965

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CRD#: 7624706

Professional summary

Matthew Brian Silvey, who also goes by Matthew Silvey, is a registered financial advisor currently at UPTICK PARTNERS, LLC located in Nacogdoches, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Matthew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Silvey

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Brian Silvey's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 13, 2024 - Present

UPTICK PARTNERS, LLC

Office #1: 777 East Austin, Nacogdoches, TX 75965

RIA

CRD#: 324250

Nacogdoches, TX

Past

October 3, 2023 - April 11, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Shreveport, LA

Past

April 24, 2023 - April 11, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Shreveport, LA

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".

UPTICK PARTNERS, LLC

BAXTER ADVISORS, LLC | UPTICK PARTNERS, LLC | OLYMPUS WEALTH STRATEGIES | HOLISTIC PLANNING, LLC | DVORAK FINANCIAL PLANNING

CRD#: 324250 / SEC#: 801-127235

RIA

Registered Investment Advisory firm - (1/20/2023 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

Texas
(5/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/2/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/24/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/22/2022

Securities Industry Essentials Examination

Current Firm

UPTICK PARTNERS, LLC

BAXTER ADVISORS, LLC | UPTICK PARTNERS, LLC | OLYMPUS WEALTH STRATEGIES | HOLISTIC PLANNING, LLC | DVORAK FINANCIAL PLANNING

CRD#: 324250 / SEC#: 801-127235

RIA

Registered Investment Advisory firm - (1/20/2023 Approved)

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Contact information

Main Address

777 East Austin, Nacogdoches, TX 75965

Mailing Address

Phone number

(936) 800-0800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (8/11/2025)

Regulatory assets under management

Total Number of Accounts	2,583
AUM (Assets Under Management)	$ 688,095,249

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.

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Matthew B. Silvey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Brian Silvey's CRS (Customer Relationship Summary).

Certified licenses

Experience

UPTICK PARTNERS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

UPTICK PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/2/2023

Series 7TO

Date: 4/24/2023

SIE

Date: 10/22/2022

Current Firm

UPTICK PARTNERS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UPTICK PARTNERS, LLC

TRUST BUT VERIFY

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