Matthew H Fisher

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2015 → 07/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 07/2017 → Present
  Ubs Financial Services Inc.
  Paramus, NJ

Previous Registrations

• 2015-12-22 → 2017-07-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ

Other Businesses

NAME OF OTHER BUSINESS: EMERGE125 / INVESTMENT RELATED?: N / ADDRESS:8 W 126th St., 3rd Floor, NY / NATURE OF THE BUSINESS: dance performance, dance education / POSITION: dance performance, dance education / DUTIES: promote awareness of the company, fundraising / START DATE: 7/1/2011 / HOURS DEVOTED TO BUSINESS: No

Exams

• S66 Uniform Combined State Law Examination
  2015-12-18

Other Names

• Matthew Hedin Fisher
• Matt Fisher
• Matthew Fisher