Matthew James Murphy

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

• 06/2014 → 02/2020
  Waddell & Reed Inc
  Overland Park, KS
• 06/2014 → 02/2020
  Ivy Funds Distributor Inc
  Overland Park, KS
• 04/2020 → 09/2021
  Beacon Pointe Advisors, Llc
  Plano, TX
• 02/2020 → 03/2020
  Beacon Pointe Wealth Advisors, Llc
  Plano, TX
• 09/2021 → Present
  Fisher Investments
  Nashville, TN

Previous Registrations

• 2020-06-09 → 2021-09-13
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
  Plano, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-02

Designations

• Certified Financial Planner

Other Names

• Matt James Murphy
• Matt Murphy