Matthew Mullowney has been an investment adviser representative at Lifeworks Advisors since September 2023, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Matthew Mullowney is President of Lifeworks Advisors, based in St. Francisville, Louisiana. He has delivered financial advice since 2013, and worked at Edward Jones, Wells Fargo Advisors, Advisor Group (Osaic) and LPL Financial before partnering with Lifeworks Advisors.
Matthew Mullowney’s longest registration was 4 years at Financial Advocates Investment Management (2019–2023). Before joining Lifeworks Advisors in 2023, Matthew Mullowney was registered through Financial Advocates Investment Management and Woodbury Financial Services, Inc.
- Lifeworks Advisors, LLCCurrent– present · 3 yearsSt. Francisville, LA · Adviser representative · Firm CRD 288255
- Financial Advocates Investment Management– · 4 yearsSaint Francisville, LA · Adviser representative · Firm CRD 151298
- Woodbury Financial Services, Inc.– · 3 yearsNapa, CA · Adviser representative · Firm CRD 421
- Wells Fargo Advisors, LLC– · 1 yearNapa, CA · Adviser representative · Firm CRD 19616
Professional designations
Listed by Lifeworks Advisors
- Certified Plan Fiduciary Advisor®
- Certified Financial Fiduciary®
Investment adviser representative registrations
Matthew Mullowney is registered as an investment adviser representative in Louisiana, since September 2023.
- LouisianaSince 20 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 February 2014 |
| Series 7 | General Securities Representative Examination | 23 December 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Brooke Mullowney
- CRD
- 6253631
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- 7355 US-61, St. Francisville, LA 70775
- Registration
- Investment adviser registration
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeworksadvisors.com
Where does Matthew Mullowney work?
Matthew Mullowney is an investment adviser representative registered through Lifeworks Advisors, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Mullowney a financial advisor?
Yes. Matthew Mullowney has a current investment-adviser registration in Louisiana, through Lifeworks Advisors since September 2023.
How many years of experience does Matthew Mullowney have?
Matthew Mullowney has 12 years in the financial industry, since June 2014, across 4 adviser firms.
What exams has Matthew Mullowney passed?
Matthew Mullowney has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2013. FINRA credited Matthew Mullowney with the SIE, which began in October 2018.
Where did Matthew Mullowney work before Lifeworks Advisors?
Before Lifeworks Advisors, Matthew Mullowney was registered through Financial Advocates Investment Management, August 2019 to September 2023; Woodbury Financial Services, Inc., January 2016 to August 2019; Wells Fargo Advisors, LLC, September 2014 to January 2016.
Where is Matthew Mullowney based?
Matthew Mullowney’s registered office is in St. Francisville, LA.
Is Matthew Mullowney registered with FINRA?
No. Matthew Mullowney has no current broker registration.
How can I verify Matthew Mullowney’s record?
Search CRD 6253631 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Mullowney’s full registration record.
