AdFi
MB

Matthew Brian Silvey

Financial Professional at Uptick Partners, LLC

Nacogdoches, TXCRD #7624706
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew Brian Silvey is a financial professional associated with Uptick Partners, LLC in Nacogdoches, TX, where they have been associated since 2024. They have worked in the securities industry since 2023 and were previously registered with Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative).

Office

777 East Austin
Nacogdoches, TX 75965

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Registration type not available
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/2/2023
Series 7
General Securities Representative Examination
Passed 4/24/2023
SIE
Securities Industry Essentials Examination
Passed 10/22/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Uptick Partners, LLCCurrent
5/13/2024 – Nacogdoches, TX
Ameriprise Financial Services, LLC
10/3/2023 – 4/11/2024Shreveport, LA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Ameriprise Financial Services, LLC
    Aug 2022 – Apr 2024Shreveport, LA
  2. Texas A&M
    Aug 2018 – Aug 2022College Station, TX
  3. Joaquin High School
    Aug 2015 – May 2018Joaquin, TX
  4. Uptick Partners, LLC
    Apr 2024 – Jun 2026Nacogdoches, TX
  5. Osaic Wealth, Inc.
    Sep 2026 – no end date reportedCenter, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Uptick Partners, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Estimated blended rate
0.015

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
18
Offices listed on AdvisorFinder:
3
Main office:
Nacogdoches, TX
SEC file number:
801-127235

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 15, 2026

View full firm profile

Other advisors at Uptick Partners, LLC

Showing 12 of 18 in the directory

View Uptick Partners, LLC firm profile

Similar advisors in Nacogdoches, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Brian Silvey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched