Matthew Stewart Hollingshead

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

• 05/2021 → Present
  Fisher Investments
  Plano, TX
• 09/2017 → 05/2021
  Temple University
  Philadelphia, PA
• 04/2020 → 11/2020
  Paupack Hills Golf Course
  Greentown, PA
• 12/2019 → 01/2020
  Premium Merchant Funding
  New York, NY
• 06/2019 → 08/2019
  Aflac
  Philadelphia, PA
• 06/2017 → 04/2018
  Harvest Seasonal Grill
  Radnor, PA
• 01/2011 → 06/2017
  Unemployed
  Broomall, PA
• 09/2011 → 06/2017
  Malvern Preparatory School
  Malvern, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-20

Other Names

• Matt Hollingshead