Matthew David Verna

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

• 01/2011 → Present
  Fisher Investments
  Plano, TX

Other Businesses

the name of the other business; mdverna LLC whether the business is investment-related ; No the address of the other business; 5270 Town and Country Blvd #11 Frisco, TX 75034 the nature of the other business; Retail your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 08/01/2025 the approximate number of hours/month you devote to the other business; 10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Run small personal business including design, development, and sale of parody toys, including plush, 3d print, and other formats (TBD). Produce small parody toys. Will have Instagram account, Amazon marketplace presence, Shopify marketplace presence.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-14