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Matthew James Marcewicz

Cypress Strategies

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About Matthew James Marcewicz

Matthew Marcewicz is a registered representative with Cypress Strategies. Matthew has been in the financial services industry since 2001, with experience at ANCORA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and UBS PAINEWEBBER INC.. Matthew offers financial planning and portfolio management services. Matthew also has a Series 7, Series 66, and Series 7TO license. Matthew is currently registered with the state of California and Nevada.

Firm Information

Matthew Marcewicz is currently registered with Cypress Strategies. Cypress Strategies is an investment advisor registered with the SEC. They provide financial planning and portfolio management services for individuals and high-net-worth individuals. The firm manages approximately $123,288,236 in assets, with 78 accounts. Their main office is located in Scottsdale, Arizona.
Cypress Strategies

6424 E. GREENWAY PARKWAY

SCOTTSDALE, AZ 85254

$123.29M

Assets Under Management

Not reported

Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Matthew Marcewicz’s Registration & Firm History

NV

02/17/2016 - Present

Cypress Strategies (RENO NV)

NV

01/27/2009 - 06/30/2011

ANCORA SECURITIES, INC. (RENO NV)

NV

05/02/2005 - 11/19/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RENO NV)

NJ

10/18/2001 - 06/03/2003

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 11/08/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/07/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/07/2020

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew James Marcewicz. Review regulatory record here.
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