Quinn Matthew Chatham

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

• 09/2019 → 05/2021
  Edward Shanahan
  Reston, VA
• 09/2019 → 05/2021
  Northwestern Mutual Investment Services Llc
  Reston, VA
• 08/2015 → 05/2019
  Virginia Commonwealth University
  Richmond, VA
• 09/2018 → 03/2019
  Nsk Capital
  Glen Allen, VA
• 05/2019 → 08/2019
  Unemployed
  Na, VA
• 06/2017 → 06/2017
  Wills Financial Group
  Richmond, VA
• 11/2017 → 05/2019
  Vcu School Of Business
  Richmond, VA
• 12/2019 → 05/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2021 → 08/2022
  Robinhood Financial, Llc
  Charlotte, NC
• 05/2021 → 11/2021
  Unemployed
  Reston, VA
• 06/2022 → 08/2022
  Robinhood Markets, Inc
  Charlotte, NC
• 10/2023 → 11/2024
  Lpl Financial Llc
  Fort Mill, SC
• 08/2022 → 10/2023
  Unemployed
  Charlotte, NC
• 01/2024 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2019-10-11 → 2021-05-12
  Northwestern Mutual Investment Services, Llc
  Reston, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-07
• S66 Uniform Combined State Law Examination
  2019-10-10

Other Names

• Quinn Matthew Chatham