Matthew Schneider

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

• 01/2025 → 10/2025
  Florida Financial Advisors
  Tampa, FL
• 08/2010 → 01/2025
  United States Marine Corps
  Camp Pendelton, CA
• 07/2025 → 10/2025
  Trinity Wealth Securities, Llc
  Tampa, FL
• 12/2025 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2025-01-29 → 2025-09-30
  Florida Financial Advisors, Llc
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-21