Unclaimed Profile

Brent Matthew

SECURE INVESTMENT MANAGEMENT, LLC·TUCSON, Arizona

SIE, Series 7, Series 31, Series 65, Series 66Clean record23 years registeredSECURE INVESTMENT MANAGEMENT, LLC

3067 W. INA RD., TUCSON, AZ 85741CRD# 4264117Firm CRD# 141195

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brent Matthew · TUCSON, AZ

Registration

CRD #4264117 · SECURE INVESTMENT MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

SCOTTSDALE WEALTH ADVISORY LLC

Dec 2016 – present

SECURE INVESTMENT MANAGEMENT, LLC

Jan 2012 – Nov 2016

TUCSON, AZ

WELLS FARGO INVESTMENTS, LLC

May 2003 – Jan 2006

HENDERSON, NV

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 65

Series 66

Registration record

First registered · May 30, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SECURE INVESTMENT MANAGEMENT, LLC

CRD 141195 · SEC 801-80752

AUM

$32M

Regulatory assets under management

Employees

614 client accounts

Services offered by SECURE INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SECURE INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brent Matthew offer?

Brent Matthew specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.

What are Brent Matthew's credentials?

Brent Matthew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brent Matthew located?

Brent Matthew is based in TUCSON, Arizona, working with SECURE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.

How does Brent Matthew charge for services?

Brent Matthew's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SECURE INVESTMENT MANAGEMENT, LLC?

SECURE INVESTMENT MANAGEMENT, LLC has approximately 12 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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