Matthew Patrick Mccarthy

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

• 07/2021 → Present
  Fisher Investments
  Tampa, FL
• 10/2020 → 05/2021
  Ciccio Resteraunt Group
  Tampa, FL
• 03/2020 → 07/2021
  Servpro
  Leominster, MA
• 04/2016 → 08/2019
  Townsend Ridge Country Club
  Townsend, MA
• 09/2017 → 05/2021
  The University Of Tampa
  Tampa, FL
• 08/2014 → 05/2017
  North Middlesex Regional High School
  Townsend, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-15

Other Names

• Matthew Mccarthy