Matthew J. Ure

AE WEALTH MANAGEMENT

Garden Ridge, TX 78266

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CRD#: 6444268

Professional summary

Matthew Joseph Ure, who also goes by Matt Ure, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Garden Ridge, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Ure

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Ure Family Farms; Non-Investment Related; 8050 Bindseil Lane San Antonio, TX 78266; Farming; Farm Manager; Start Date xx/xxxx; Approx. 20 hours a month; Approx. 05 hours during trading: Buy, sell and trade agricultural product 2.) Federal Benefits and Retirement; Yes Investment Related; 19115 FM 2252 Ste 10 Garden Ridge TX 78266; Benefits Counselor; Start Date 02/2016; Approx. 25 hours a month; Approx. 20 hours during trading; Provide training to federal employees 3.) Fedbenretire; Yes Investment Related: 19115 FM 2252 Ste 10 Garden Ridge TX 78266; Director; Start Date 02/2016; Approx. 80 hours a month; Approx. 60 hours during trading; Sells life insurance and annuities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph Ure's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 31, 2022 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 19115 Fm 2252 Suite 10 Ste 10, Garden Ridge, TX 78266

RIA

CRD#: 282580

Garden Ridge, TX

Past

February 25, 2022 - December 31, 2022

ANTHONY CAPITAL, LLC

RIA

CRD#: 152504

BROOMFIELD, CO

Past

January 14, 2020 - December 31, 2021

ANTHONY CAPITAL, LLC

RIA

CRD#: 152504

BROOMFIELD, CO

Past

May 20, 2016 - December 31, 2019

ANTHONY CAPITAL, LLC

RIA

CRD#: 152504

GARDEN RIDGE, TX

Past

March 3, 2015 - January 27, 2016

FSC SECURITIES CORPORATION

CRD#: 7461

SAN ANTONIO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/31/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/19/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/17/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/27/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/3/2015

General Securities Representative Examination

Current Firm

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

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Contact information

Main Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Mailing Address

Phone number

(866) 363-9595

Established

Firm type

Fiscal year end

# of Employees

602

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)

FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	111,059
AUM (Assets Under Management)	$ 37,525,706,084

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew J. Ure

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph Ure's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANTHONY CAPITAL, LLC

ANTHONY CAPITAL, LLC

ANTHONY CAPITAL, LLC

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2015

Series 63

Date: 3/17/2015

SIE

Date: 1/27/2016

Series 7

Date: 3/3/2015

Current Firm

AE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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