Matthew Montano

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

• 10/2022 → Present
  Fisher Investments
  Plano, TX
• 05/2015 → 04/2022
  Fidelity Investments
  Albuquerque, NM
• 04/2022 → 10/2022
  Grand Homes
  Celina, TX

Other Businesses

the name of the other business; Real Estate whether the business is investment-related; No the address of the other business; N/A the nature of the other business; buying/selling/referring sales of residential real estate your position; realtor title, or relationship with the other business; realtor the start date of your relationship; 02/01/23 the approximate number of hours/month you devote to the other business; 1-5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; buying/selling/referring sales of residential real estate

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-09