Matthew James Marcewicz

Employer firm

Sierra Legacy Group CRD 172113

$153M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Sierra Legacy Group
  Reno, NV
• 04/2019 → Present
  M Holdings Securities, Inc.
  Portland, OR

Previous Registrations

• 2014-09-11 → 2015-10-01
  Sierra Legacy Group
  Scottsdale, AZ
• 2009-03-26 → 2014-02-14
  Universal Value Advisors
  Reno, NV
• 2005-05-03 → 2008-11-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Reno, NV
  Reno, NV

Other Businesses

1)Cypress Advisory Group, LLC dba Sierra Legacy Group; 9190 Double Diamond Parkway, Ste 118, Reno, NV 89521; IAR; Investment related; Director of Financial Analytics; Investment analysis and portfolio management; 1/1/2016; 200 ho/mo; 160 ho/mo during trading hours. 2)Sierra Legacy Group; 9190 Double Diamond Parkway, Ste 118, Reno, NV 89521; M Financial Group Member Firm Employee / Contractor; Investment Related; Director of Financial Analytics; Investment analysis; 1/1/2016; 200 ho/mo; 160 ho/mo during trading hours. 3)Longship LLC; 11200 Bondshire Dr, Reno NV 89511; LLC; Not investment related; Managing Member; Managed payroll strictly to process payments from Cypress Strategies; 07/09/2019; 0 hours per month; 0 hours during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2001-11-08