Matthew Marcewicz has been an investment adviser representative at Cypress Advisory Group since February 2016, and is not listed among the firm’s executive officers or direct owners. Matthew Marcewicz holds a Bachelor of Science from the University of Wyoming.
Cypress Advisory Group, LLC is a Scottsdale, AZ firm with $153M under management, 24 clients and 2 advisers across 2 offices, as of its January 2026 filing.
Matt Marcewicz is Director of Financial Analytics of Sierra Legacy Group. He focuses on macroeconomics, financial analysis and portfolio management for the firm. Paine Webber (now UBS) hired him as a financial advisor in 2001, and he later worked as a securities analyst and investment advisor at Merrill Lynch, which he left in 2008.
Matthew Marcewicz’s longest registration is the current one, 10 years at Cypress Advisory Group since 2016. Before joining Cypress Advisory Group in 2016, Matthew Marcewicz was registered through Universal Value Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- M Holdings Securities, Inc.Also current– present · 6 yearsReno, NV · Adviser representative and broker · Firm CRD 43285
- Universal Value Advisors– · 4 yearsReno, NV · Adviser representative · Firm CRD 137673
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsReno, NV · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Matthew Marcewicz is registered as an investment adviser representative in 2 states. The first approvals date from February 2016; the most recent is California, in June 2020.
- CaliforniaSince 5 June 2020
- NevadaSince 17 February 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 7 January 2020 |
| SIE | Securities Industry Essentials Examination | 7 January 2020 |
| Series 66 | Uniform Combined State Law Examination | 8 November 2001 |
| Series 7 | General Securities Representative Examination | 17 October 2001 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew James Marcewicz
- CRD
- 4438982
- Firm
- Cypress Advisory Group · CRD 172113
- Office
- 8600 Technology Way, Suite 112, Reno, NV 89521
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- sierralegacygroup.com
Where does Matthew Marcewicz work?
Matthew Marcewicz is an investment adviser representative registered through Cypress Advisory Group, LLC since February 2016, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Marcewicz a financial advisor?
Yes. Matthew Marcewicz has a current investment-adviser registration in California and Nevada, through Cypress Advisory Group since February 2016.
How many years of experience does Matthew Marcewicz have?
Matthew Marcewicz has 21 years in the financial industry, since November 2004, across 4 adviser firms.
What exams has Matthew Marcewicz passed?
Matthew Marcewicz has passed 4 licensing exams: the Series 7, Series 66, Series 7TO and SIE. The earliest, the Series 7, was passed in October 2001.
Where did Matthew Marcewicz work before Cypress Advisory Group?
Before Cypress Advisory Group, Matthew Marcewicz was registered through Cypress Strategies, September 2014 to October 2015; Universal Value Advisors, March 2009 to February 2014; Merrill Lynch, Pierce, Fenner & Smith Incorporated, May 2005 to November 2008.
Where is Matthew Marcewicz based?
Matthew Marcewicz’s registered office is in Reno, NV.
Is Matthew Marcewicz registered with FINRA?
Yes. Matthew Marcewicz has a current broker registration, under CRD 4438982.
Source: FINRA BrokerCheck
How can I verify Matthew Marcewicz’s record?
Search CRD 4438982 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Matthew Marcewicz’s full registration record.