Matthew James Marcewicz
Investment adviser representative at Sierra Legacy Group
10 yearsExperience
2 statesRegistered in
$152.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- M Holdings Securities, Inc.Apr 2019 to now
- Sierra Legacy GroupJan 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Sierra Legacy Group
Legal name: Cypress Advisory Group, LLC
$152.7MAssets managed
24Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4438982
- Firm CRD
- 172113