Matthew J Herink
Investment adviser representative at Security Capital Management
21 yearsExperience
7 statesRegistered in
$1.4BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Hazlett, Burt & Watson, Inc.Dec 2024 to now
- Lexaurum AdvisorsMar 2022 to Nov 2024
- Brokers International Financial ServicesJan 2022 to Nov 2024
- Carpenter & AssociatesJan 2022 to Nov 2024
- FdicJul 2021 to Nov 2021
- Carpenter & AssociatesMay 2020 to May 2021
- Good Mansion WinesAug 2019 to Jul 2021
- Bill Casper GolfJan 2018 to Aug 2019
- OglebayOct 2014 to May 2018
- Bridgeport Exempted Village School DistrictJan 2005 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 7 states (FL, IN, MD, NC, OH, VA, WV).
Security Capital Management
Legal name: Hazlett, Burt & Watson, Inc.
$1.4BAssets managed
2,399Clients
20Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7255544
- Firm CRD
- 396