Matthew James Marcewicz
Advisor at Sierra Legacy Group — Reno, NV
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
21 years
Location
Reno, NV 89521
Sierra Legacy Group
Supported
Clients per advisor
8 Very LowAvg AUM per client
$6,363,416 Very HighHNW client ratio
58% Very HighMatthew Marcewicz is a financial advisor at Sierra Legacy Group in Reno, NV, holding a Series 66 designation with 21 years of industry experience. He has been with Sierra Legacy Group since 2016 and has also worked at M Holdings Securities, Inc. since 2019. Outside of his advisory role, he is the managing member of Longship LLC, a non-investment-related business managing payroll functions. Sierra Legacy Group provides asset management, financial planning, and consulting services to individual and high net worth clients, managing approximately $152.7 million in discretionary assets. The firm offers tailored portfolio management with ongoing supervision, using fundamental analysis and a range of investment vehicles, and conducts quarterly portfolio reviews and rebalancing under discretionary authority.
Based on Sierra Legacy Group
Flat fees range from $1,500 to $10,000 for financial planning and consulting services
$0 - $499,999: 1.35% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.90% $5,000,000+: Negotiable
Commissions on securities sales including mutual funds; variable life insurance; private placement annuities through broker-dealer affiliate.
$200/hr for Principal; $150/hr for Design Analyst; $60/hr for General Administrative Staff
Account minimum: $500,000 minimum household balance for Asset Management service (may be negotiable)
Reno, NV
8600 Technology Way, Suite 112
Reno NV 89521
Advisors at this office
1
California · Nevada
21 years of industry experience
M Holdings Securities, INC.
2019 - Present • 7 years
Portland, OR
Sierra Legacy Group
2016 - Present • 10 years
Reno, NV
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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