Matthew Dorsey

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

• 05/2015 → 11/2017
  Foosacklys
  Mobile, AL
• 06/2017 → 08/2017
  Alabama Power
  Mobile, AL
• 11/2017 → 05/2018
  St Engineering Aerospace
  Mobile, AL
• 10/2016 → 01/2017
  Senior Bowl
  Mobile, AL
• 06/2018 → 10/2018
  S Alexander Consulting
  Mobile, AL
• 02/2019 → 01/2020
  Total Quality Logistics
  Spanish Fort, AL
• 10/2018 → 02/2019
  Unemployed
  Mobile, AL
• 02/2020 → 07/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 02/2021 → 07/2024
  Northwestern Mutual Investment Services Llc
  Mobile, AL
• 10/2022 → 07/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2024 → Present
  Fisher Investments
  Plano, TX

Other Businesses

MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-16
• S63 Uniform Securities Agent State Law Examination
  2022-08-20

Other Names

• Matthew Dorsey