Matthew Christian Kenny

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

• 11/2021 → 09/2024
  Florida Financial Advisors
  Tampa, FL
• 08/2017 → 11/2021
  Johnnys Pizza
  Cumming, GA
• 06/2013 → 08/2017
  Qdoba
  Johns Creek, GA
• 01/2022 → 09/2024
  Trinity Wealth Securities
  Tampa, FL
• 11/2024 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2021-11-22 → 2024-10-02
  Florida Financial Advisors, Llc
  Tampa, FL
  Tampa, FL

Other Businesses

o Florida Financial Advisors. Investment Related. Tampa, FL 33609. Nature of Business: RIA. Position: Financial Consultant. Start Date: 11/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Advisors. Not Investment Related. Tampa, FL 33609. Fixed Insurance Sales. 11/2021 Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities. Investment Related. Tampa, FL 33364. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-30