Matthew John Lanzone

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

• 06/2026 → Present
  Fisher Investments
  Plano, TX
• 01/2015 → 05/2019
  Unemployed
  St Louis, MO
• 01/2024 → 05/2024
  Unemployed
  St Louis, MO
• 09/2024 → 02/2025
  Unemployed
  Fayetteville, AR
• 05/2019 → 08/2019
  Bartalino's South
  St Louis, MO
• 10/2019 → 05/2023
  Done Right Enterprises
  St Louis, MO
• 05/2023 → 12/2023
  Fenton Fitness Mo Llc
  Fenton, MO
• 05/2024 → 08/2024
  Triad Bank
  St Louis, MO
• 02/2025 → 04/2025
  Arvest Bank
  Fayetteville, AR
• 06/2025 → 05/2026
  Charles Schwab & Co., Inc.
  Westlake, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-14
• S63 Uniform Securities Agent State Law Examination
  2025-11-13

Other Names

• Matthew John Lanzone