# Matthew Boyce Lowery

Matthew Boyce Lowery is an investment adviser representative (IAR) with state registration records since 2007, appearing at 8 firms. Currently registered with PORTSIDE WEALTH GROUP, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PORTSIDE WEALTH GROUP, LLC](https://search.stillhousedata.com/firm/325175) | 2023-04-25 | present | Yes |
| [TOWNSQUARE CAPITAL, LLC](https://search.stillhousedata.com/firm/288576) | 2022-02-14 | 2023-06-14 | — |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2014-11-14 | 2022-02-08 | — |
| [BMO HARRIS FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/137115) | 2012-08-01 | 2014-08-04 | — |
| [M&I INVESTMENT MANAGEMENT CORP.](https://search.stillhousedata.com/firm/109802) | 2010-05-13 | 2012-04-19 | — |
| [M&I FINANCIAL ADVISORS, INC](https://search.stillhousedata.com/firm/16517) | 2009-12-22 | 2012-08-01 | — |
| [VALIC FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/42803) | 2009-07-20 | 2009-12-21 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2007-08-21 | 2009-03-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4452645)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4452645.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.