Matthew Bennett Symons

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 05/2004 → Present
  Fisher Investments
  Woodside, CA
• 02/2010 → Present
  Quasar Distributors, Llc
  Milwaukee, WI

Other Businesses

?Name of the other business: HAND (HELPING AFTER NENATAL DEATH) ?Investment-related? NO ?Address of the other business: LOS GATOS, CA 95031 ?Nature of the other business: NON-PROFIT ?Position, title, or relationship with the other business: TREASURER ?Start date of your relationship: JULY 1ST, 2018 ?Approximate number of hours/month you devote to the other business: ONE TO FIVE ?Number of hours you devote to the other business during securities trading hours: ZERO ?Duties relating to the other business: PARTICIPATE IN MONTHLY BOARD MEETINGS & BOOK BALANCING

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-05-10
• S65 Uniform Investment Adviser Law Examination
  2005-03-18