Matthew Benjamin Lowe
Investment adviser representative at Greene Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
Experience
12 years in the industry.
- Greene Wealth Management, LLCJun 2014 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (WA).
Greene Wealth Management, LLC
$1.4BAssets managed
398Clients
4Advisers
20 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
- 5552373
- Firm CRD
- 137810