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Matthew Dugan

Fisher Investments

Tampa, FL

CRD 7621632

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-12-08
  • FL RA
    APPROVED
    Since 2022-12-08

Branch Locations

3109 W Dr Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Tampa FL 07/2022 Present
Florida State University Tallahassee FL 08/2018 06/2022
Peace River Electric Cooperative Wauchula FL 05/2021 08/2021
Northstar Home Fort Worth TX 02/2019 07/2019
Lakewood Natonal Golf Club Lakewood Ranch FL 06/2017 08/2018
River Club Golf Course Bradenton FL 07/2016 06/2017
  • 07/2022 → Present
    Fisher Investments
    Tampa, FL
  • 08/2018 → 06/2022
    Florida State University
    Tallahassee, FL
  • 05/2021 → 08/2021
    Peace River Electric Cooperative
    Wauchula, FL
  • 02/2019 → 07/2019
    Northstar Home
    Fort Worth, TX
  • 06/2017 → 08/2018
    Lakewood Natonal Golf Club
    Lakewood Ranch, FL
  • 07/2016 → 06/2017
    River Club Golf Course
    Bradenton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-22
  • S65 Uniform Investment Adviser Law Examination
    2022-11-22

View on SEC IAPD

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Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

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