Matthew Patrick Palumbo

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

• 12/2013 → 04/2017
  Pnc Bank
  Pittsburgh, PA
• 12/2013 → 04/2017
  Pnc Investments
  Pittsburgh, PA
• 04/2017 → 09/2017
  Unemployed
  Malvern, PA
• 09/2017 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2014-01-06 → 2017-04-28
  Pnc Wealth Management Llc
  Mount Holly, NJ
  Audubon, PA
  Berwyn, PA
  Berwyn, PA
  Phoenixville, PA
  Mount Holly, NJ
  Collegeville, PA
• 2011-07-08 → 2012-04-13
  Morgan Stanley
  Camp Hill, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-25
• S63 Uniform Securities Agent State Law Examination
  2011-03-09