Matthew Dean Walton

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

• 09/2022 → Present
  Fisher Investments
  Tampa, FL
• 05/2019 → 08/2019
  Traditions Golf And Country Club
  Jefferson, GA
• 04/2020 → 08/2020
  Global Resources International
  Flowery Branch, GA
• 05/2021 → 08/2021
  Wild Leap Brew Co.
  Lagrange, GA
• 02/2022 → 04/2022
  Johnny's New York Style Pizza
  Athens, GA
• 08/2018 → 12/2019
  Lagrange College
  Lagrange, GA
• 01/2020 → 12/2020
  University Of North Georgia
  Watkinsville, GA
• 01/2021 → 08/2022
  University Of Georgia
  Athens, GA
• 08/2014 → 05/2018
  Buford High School
  Buford, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-16

Other Names

• Matthew Walton