Matthew Radcliff Lowery
Investment adviser representative at Carolina Wealth Advisors
12 yearsExperience
2 statesRegistered in
CFA, PFSDesignations
$313.4MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Carolina Wealth Advisors, LLCJun 2017 to now
- The Strategic Financial Alliance, Inc.Jan 2014 to now
Designations
- CFA
- PFS
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Carolina Wealth Advisors
Legal name: Carolina Wealth Advisors, LLC
$313.4MAssets managed
596Clients
4Advisers
6 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
- 5141483
- Firm CRD
- 288837