AdFi
MJ

Matthew James Marcewicz

Investment Adviser Representative at SIERRA LEGACY GROUP

Reno, NVCRD #4438982Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
2 states
Exams Passed
4

Professional summary

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

Matthew James Marcewicz has worked in the securities industry since 2004. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in California and Nevada.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaNevada
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/8/2001
Series 7
General Securities Representative Examination
Passed 1/7/2020
SIE
Securities Industry Essentials Examination
Passed 1/7/2020
Series 7
General Securities Representative Examination
Passed 10/17/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 to $499,9991.35%
$500,000 to $999,9991.25%
$1,000,000 to $2,999,9991.00%
$3,000,000 to $4,999,9990.90%
Over $5,000,000
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Sierra Legacy Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

M HOLDINGS SECURITIES, INC.Current
1/7/2020Reno, NV
SIERRA LEGACY GROUPCurrent
2/17/2016Reno, NV
CYPRESS STRATEGIES
9/11/201410/1/2015Reno, NV
UNIVERSAL VALUE ADVISORS
3/26/20092/14/2014Reno, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
5/3/200511/19/2008Reno, NV

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SIERRA LEGACY GROUP

2 other advisors in the directory

View SIERRA LEGACY GROUP firm profile
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 James Marcewicz 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.

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Matthew James Marcewicz - Financial Advisor in Reno, NV | AdvisorFinder