Brent
Matthew

Scottsdale Wealth Advisory LLC

CRD#4264117
Investment Advisor
in Paradise Valley, AZ

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About this Advisor

Brent Matthew is a financial advisor who works out of Paradise Valley, Arizona with 7 years of relevant experience. Matthew is an employee of Scottsdale Wealth Advisory LLC. Their career trajectory has included roles at Jd Mellberg Financial, G. F. Investment Services, LLC, Secure Investment Management, LLC, United Planners' Financial Services, Safe Insurance Management LLC, Scottsdale Wealth Advisory LLC, Sim Investments LLC, M.S. Howells & Co and Sole Proprietor. Matthew maintains Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, Colorado, Illinois, Nebraska, Ohio and Texas. Scottsdale Wealth Advisory LLC is a business operating in Paradise Valley, Arizona.

Certifications and Registrations

Series 65, Series 66

Years Registered*

7 years

Office Location

8501 N. Scottsdale Road Suite 205
Paradise Valley, AZ 85253

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Brent Matthew Work History

Brent has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Scottsdale Wealth Advisory LLC

2021 - 2022 (1 year)

Sole Proprietor

2017 - 2018 (1 year)

M.S. Howells & Co

2016 - 2021 (5 years)

Safe Insurance Management LLC

2014 - 2016 (2 years)

G. F. Investment Services, LLC

2014 - 2016 (2 years)

Sim Investments LLC

2013 - 2014 (1 year)

United Planners' Financial Services

2012 - 2016 (4 years)

Secure Investment Management, LLC

2007 - 2016 (9 years)

Jd Mellberg Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brent Matthew to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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