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Matthew Carl Lowell

Stadion Money Management, LLC

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About Matthew Carl Lowell

Matthew Lowell is a Registered Investment Advisor. Matthew is currently registered with Stadion Money Management, LLC in Watkinsville, GA and Rochester Hills, MI. Matthew has been in the industry for over 9 years. Prior to joining Stadion Money Management, LLC, Matthew was a Registered Representative for Hantz Financial Services, Inc. in Southfield, MI from July 2020 to March 2023. Matthew also has experience with ADP Broker-Dealer, Inc., and Jackson National Life Distributors LLC. Matthew holds a Series 6, 7, and 63 license in addition to the Uniform Investment Adviser Law Examination (Series 65). Matthew's specializations include financial planning, portfolio management, and investment advisory services.

Firm Information

Matthew Lowell is currently registered with Stadion Money Management, LLC. Stadion Money Management, LLC is an investment advisor based in Watkinsville, Georgia. They provide portfolio management services to individuals, businesses, and pooled investment vehicles. Stadion Money Management, LLC has over 50,984 accounts with approximately $2.33 billion in regulatory assets under management. They participate in wrap fee programs and are registered with the SEC under the number 801-45601.
Stadion Money Management, LLC

1061 CLIFF DAWSON RD

WATKINSVILLE, GA 30677

$2.33B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Minimum account fees in conjunction with asset-based fees

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Matthew Lowell’s Registration & Firm History

GA

01/31/2024 - Present

Stadion Money Management, LLC (WATKINSVILLE GA)

MI

07/30/2020 - 03/17/2023

HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)

NJ

09/27/2017 - 07/07/2020

ADP BROKER-DEALER, INC. (ROSELAND NJ)

TN

04/03/2014 - 09/21/2017

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

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Licenses & Designations

IA

Issued 01/04/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/24/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2015

Series 7 - General Securities Representative Examination

BC

Issued 04/03/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Carl Lowell.
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