Matthew Jacob Fischer

Employer firm

F L Putnam Investment Management Co. CRD 106223

$9.72B regulatory AUM 81 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• 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

• 01/2008 → 01/2019
  Mabels Lobster Claw
  Kennebunkport, ME
• 02/2019 → 01/2022
  Charles Schwab Bank Ssb
  Chestnut Hill, MA
• 01/2022 → Present
  F L Putnam Investment Management Co.
  Portland, ME

Previous Registrations

• 2019-10-14 → 2022-02-04
  Charles Schwab & Co., Inc.
  Fort Worth, TX
  Chestnut Hill, MA
  Westlake, TX
  Westlake, TX
  Chestnut Hill, MA
  Boston, MA
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-08
• S66 Uniform Combined State Law Examination
  2019-10-14

Other Names

• Matt Fisher