Matthew Nicholas Davis

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

• 08/2021 → 03/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 05/2018 → 03/2021
  Maple Life Financial
  Bethesda, MD
• 02/2017 → 08/2017
  Montgomery County Recreational Parks
  Germantown, MD
• 08/2017 → 05/2021
  Indiana University
  Bloomington, IN
• 08/2013 → 05/2017
  Thomas S. Wootton Hs
  Rockville, MD
• 05/2021 → 08/2021
  Unemployed
  Gaithersburg, MD
• 08/2024 → Present
  Fisher Investments
  Camas, WA
• 03/2024 → 08/2024
  Unemployed
  West Chester, PA

Previous Registrations

• 2023-07-12 → 2024-03-15
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-07-11
• S63 Uniform Securities Agent State Law Examination
  2021-10-04

Other Names

• Matthew Davis
• Matthew N Davis