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Matthew Radcliff Lowery

CAROLINA WEALTH ADVISORS, LLC·MYRTLE BEACH, South Carolina
SIE, Series 7, Series 63, Series 65CFPCFAPFSClean record17 years registeredCAROLINA WEALTH ADVISORS, LLC
1110 LONDON STREET, MYRTLE BEACH, SC 29577CRD# 5141483Firm CRD# 288837

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Radcliff Lowery · MYRTLE BEACH, SC
Registration
CRD #5141483 · CAROLINA WEALTH ADVISORS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

CAROLINA WEALTH ADVISORS
Sep 2017 – present
THE STRATEGIC FINANCIAL ALLIANCE
Jul 2014 – present
COASTAL CAPITAL ADVISORS, LLC
Mar 2013 – Aug 2014
MYRTLE BEACH, SC
AMERITRUST INVESTMENT ADVISORS, LLC
Mar 2009 – Mar 2013
MYRTLE BEACH, SC
AVENTURA CAPITAL MANAGEMENT, LLC
Jan 2009 – Mar 2009
BOCA RATON, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · January 22, 2009
Years registered · 17
Professional designations · CFP, CFA, PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAROLINA WEALTH ADVISORS, LLC
CRD 288837 · SEC 801-119040
AUM
$278M
Regulatory assets under management
Employees
6
1,382 client accounts
Services offered by CAROLINA WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAROLINA WEALTH ADVISORS, LLC →
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Frequently Asked Questions

What services does Matthew Radcliff Lowery offer?
Matthew Radcliff Lowery specializes in Financial Planning, Investment Management. Contact their office in MYRTLE BEACH, South Carolina for a consultation.
What are Matthew Radcliff Lowery's credentials?
Matthew Radcliff Lowery holds the following professional designations: CFP, CFA, PFS. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Radcliff Lowery located?
Matthew Radcliff Lowery is based in MYRTLE BEACH, South Carolina, working with CAROLINA WEALTH ADVISORS, LLC. Their office serves clients in the MYRTLE BEACH metropolitan area and surrounding communities.
How does Matthew Radcliff Lowery charge for services?
Matthew Radcliff Lowery's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAROLINA WEALTH ADVISORS, LLC?
CAROLINA WEALTH ADVISORS, LLC has approximately 6 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAROLINA WEALTH ADVISORS, LLC

Christopher David St. John
MYRTLE BEACH, SC
CFPChFC
Christy Lee Horlacher
MYRTLE BEACH, SC
CFPChFC

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Nearby cities in South Carolina
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