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RIA / WealthAdvisorCertified Financial Planner24 years in industry

Matthew Boyce Lowery

Advisor at PORTSIDE WEALTH GROUP, LLC

PEORIA, AZ | PROVO, UT

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Search this name across graphsid dfx:ria:e7ce4837-c234-7e34-93e8-0cfa0d856a2c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Aug 21, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PORTSIDE WEALTH GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 5, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Nov 5, 2001
First registration: Aug 21, 2007
Dual registered: no
Other names: MATT LOWERY|MATTHEW BOYCE LOWERY|Matthew B Lowery
IAPD individual key: 4452645

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PORTSIDE WEALTH GROUP, LLC	Independent wealth	Apr 25, 2023	n/a	yes	PEORIA, AZ\|PROVO, UT	Current employment
TOWNSQUARE CAPITAL, LLC	Asset manager	Feb 14, 2022	Jun 14, 2023	no	LEHI, UT\|Peoria, AZ	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Nov 14, 2014	Feb 8, 2022	no	Scottsdale, AZ	Previous registration
BMO HARRIS FINANCIAL ADVISORS, INC	Former SEC adviser	Aug 1, 2012	Aug 4, 2014	no	SCOTTSDALE, AZ\|PHOENIX, AZ	Previous registration
M&I INVESTMENT MANAGEMENT CORP.	Former SEC adviser	May 13, 2010	Apr 19, 2012	no	MILWAUKEE, WI	Previous registration
M&I FINANCIAL ADVISORS, INC.	Former SEC adviser	Dec 22, 2009	Aug 1, 2012	no	GILBERT, AZ\|SCOTTSDALE, AZ	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jul 20, 2009	Dec 21, 2009	no	HOUSTON, TX	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Aug 21, 2007	Mar 26, 2009	no	PISMO BEACH, CA\|SAN LUIS OBISPO, CA\|WESTLAKE VILLAGE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TOWNSQUARE CAPITAL, LLC	PORTSIDE WEALTH GROUP, LLC	Jun 14, 2023	Apr 25, 2023	-50	Bulk transfer	RIA to new firm
MML INVESTORS SERVICES, LLC	TOWNSQUARE CAPITAL, LLC	Feb 8, 2022	Feb 14, 2022	6	Firm change	Ibd to RIA
BMO HARRIS FINANCIAL ADVISORS, INC	MML INVESTORS SERVICES, LLC	Aug 4, 2014	Nov 14, 2014	102	Firm change	Other
M&I FINANCIAL ADVISORS, INC.	M&I INVESTMENT MANAGEMENT CORP.	Aug 1, 2012	May 13, 2010	-811	Bulk transfer	Other
M&I INVESTMENT MANAGEMENT CORP.	BMO HARRIS FINANCIAL ADVISORS, INC	Apr 19, 2012	Aug 1, 2012	104	Bulk transfer	Other
VALIC FINANCIAL ADVISORS, INC.	M&I FINANCIAL ADVISORS, INC.	Dec 21, 2009	Dec 22, 2009	1	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	VALIC FINANCIAL ADVISORS, INC.	Mar 26, 2009	Jul 20, 2009	116	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
10409:288576:AZ:2022-02-08	Feb 8, 2022	Feb 14, 2022	SCOTTSDALE, AZ	Firm change

Relationships

Registered with (8)

→ PORTSIDE WEALTH GROUP, LLCRegistered adviserregistration: current employment
Apr 25, 2023 to presentfactForm ADV
→ TOWNSQUARE CAPITAL, LLCRegistered adviserregistration: previous registration
Feb 14, 2022 to Jun 14, 2023factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Nov 14, 2014 to Feb 8, 2022factForm ADV
→ BMO HARRIS FINANCIAL ADVISORS, INCRegistered adviserregistration: previous registration
Aug 1, 2012 to Aug 4, 2014factForm ADV
→ M&I FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Dec 22, 2009 to Aug 1, 2012factForm ADV
→ M&I INVESTMENT MANAGEMENT CORP.Registered adviserregistration: previous registration
May 13, 2010 to Apr 19, 2012factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jul 20, 2009 to Dec 21, 2009factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 21, 2007 to Mar 26, 2009factForm ADV

Dated events

Occurred
Feb 8, 2022
Advisor changed firm
Matthew Boyce Lowery left Mml Investors Services, Llc for Townsquare Capital, Llc (registered 2022-02-14)
Form ADVobserved 5 days ago