Matthew Hinesley

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

• 06/2021 → Present
  Fisher Investments
  Plano, TX
• 01/2020 → 05/2021
  Mecklenburg Gardens
  Cincinnati, OH
• 04/2020 → 05/2020
  Devou Park Golf Course
  Covington, KY
• 08/2020 → 01/2021
  Northwestern Mutual
  West Chester, OH
• 05/2017 → 01/2018
  Capps Pizza
  Chardon, OH
• 05/2018 → 08/2018
  Beckett Gas
  Strongsville, OH
• 01/2019 → 04/2019
  Rhinestahl Amg
  Mason, OH
• 06/2019 → 08/2019
  Marcus Thomas Llc
  Cleveland, OH
• 06/2020 → 08/2020
  Target
  Mentor, OH
• 06/2016 → 05/2017
  Unemployed
  Cincinnati, OH
• 01/2018 → 05/2018
  Unemployed
  Cincinnati, OH
• 08/2018 → 01/2019
  Unemployed
  Cincinnati, OH
• 08/2019 → 01/2020
  Unemployoed
  Cincinnati, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-03