Matthew Boyce Lowery
Investment adviser representative at Portside Wealth Group, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Portside Wealth Group, LLCApr 2023 to now
- Suncrest AdvisorsFeb 2022 to now
- The Leaders Group IncFeb 2023 to Jul 2024
- Townsquare CapitalFeb 2022 to Jun 2023
- Dfpg Investments, LLCFeb 2022 to Feb 2023
- MML Investors Services LLCSep 2014 to Feb 2022
- Massmutual Life Insurance CompanyAug 2014 to Feb 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Portside Wealth Group, LLC
$1.4BAssets managed
6,475Clients
56Advisers
3 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
- 4452645
- Firm CRD
- 325175