Matthew Steven Fleming

Employer firm

Blackrock Investment Management, LLC CRD 108928

$677B regulatory AUM 81 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2019 → 03/2021
  Nationwide Fund Distributors Llc
  Columbus, OH
• 03/2016 → 02/2019
  Nationwide Insurance
  Columbus, OH
• 03/2021 → 12/2021
  Lockton Companies Llc
  Charlotte, NC
• 03/2021 → 12/2021
  Lockton Investment Securities Llc
  Charlotte, NC
• 03/2021 → 12/2021
  Lockton Investment Advisors Llc
  Charlotte, NC
• 12/2021 → 08/2024
  Creative Planning, Llc
  Overland Park, KS
• 08/2024 → Present
  Blackrock
  Atlanta, GA
• 08/2024 → Present
  Blackrock Investments, Llc
  Atlanta, GA

Previous Registrations

• 2021-12-17 → 2024-08-05
  Creative Planning
  Overland Park, KS
  Charlotte, NC
  Charlotte, NC
  Waxhaw, NC
  Charlotte, NC
• 2021-04-06 → 2021-12-17
  Lockton Investment Advisors, Llc
  Charlotte, NC
  Columbus, OH
  Overland Park, KS
• 2020-01-13 → 2021-03-17
  Nationwide Investment Advisors, Llc
  Columbus, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-09
• S66 Uniform Combined State Law Examination
  2020-01-10

Designations

• Chartered Financial Analyst

Other Names

• Matthew Fleming