Brandon Robert Matthews

Employer firm

Transamerica Retirement Advisors, LLC CRD 107319

$18.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 08/2015 → 03/2021
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2018 → 03/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 05/2022 → 12/2022
  Tiaa
  Lewisville, TX
• 05/2022 → 12/2022
  Tiaa-Cref Individual & Institutional Services, Llc
  Lewisville, TX
• 03/2021 → 01/2022
  Unemplyed
  Haltom City, TX
• 01/2022 → 03/2022
  Hayes Family Ltd / Gecko Green
  Irving, TX
• 03/2022 → 05/2022
  Unemployed
  Haltom City, TX
• 11/2016 → 07/2018
  Strategic Advisers, Llc
  Westlake, TX
• 05/2023 → Present
  Transamerica Investors Securities Corporation
  Haltom City, TX
• 05/2023 → Present
  Transamerica Life Insurance Company
  Haltom City, TX
• 12/2022 → 04/2023
  Unemployed
  Haltom City, TX

Previous Registrations

• 2022-06-03 → 2022-12-21
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 2018-07-13 → 2021-03-12
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-11-17 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-11-11
• S63 Uniform Securities Agent State Law Examination
  2015-11-02

Other Names

• Brandon R Matthews
• Brandon Matthews