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Matthew Johnson Nolan

Fisher Investments

Plano, TX

Camas, WA

CRD 6985111

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-27
WA RA APPROVED 2022-06-27
  • TX RA
    APPROVED
    Since 2022-06-27
  • WA RA
    APPROVED
    Since 2022-06-27

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Albuquerque NM 11/2016 06/2018
Fidelity Brokerage Services Llc Albuquerque NM 06/2018 11/2021
Bank Of America Rio Rancho NM 06/2015 10/2016
Fisher Investments Camas WA 05/2022 Present
Unemployed Albuquerque NM 11/2021 05/2022
  • 11/2016 → 06/2018
    Fidelity Investments
    Albuquerque, NM
  • 06/2018 → 11/2021
    Fidelity Brokerage Services Llc
    Albuquerque, NM
  • 06/2015 → 10/2016
    Bank Of America
    Rio Rancho, NM
  • 05/2022 → Present
    Fisher Investments
    Camas, WA
  • 11/2021 → 05/2022
    Unemployed
    Albuquerque, NM
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-27
S63 Uniform Securities Agent State Law Examination 2018-09-13
  • S65 Uniform Investment Adviser Law Examination
    2022-06-27
  • S63 Uniform Securities Agent State Law Examination
    2018-09-13
Other Names
  • Matthew Nolan
  • Matthew Johnson Nolan

View on SEC IAPD

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