Matthew Shim

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

• 02/2022 → Present
  Fisher Investments
  Tampa, FL
• 11/2021 → 12/2021
  Tillr
  London
• 11/2016 → 09/2021
  Publix Pharmacy
  Bradenton, FL
• 06/2014 → 11/2016
  Publix Supermarket
  Holmes Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-18

Other Names

• Matt Shim