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Matthew Harmon

Fisher Investments

Plano, TX

CRD 8259629

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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
TX RA APPROVED 2026-07-22
  • TX RA
    APPROVED
    Since 2026-07-22

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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 Plano TX 02/2024 Present
Computershare Louisville KY 10/2022 12/2023
Student Rec Center - Texas A&M College Station TX 05/2021 08/2022
Grand Station Entertainment College Station TX 07/2018 10/2019
Student At Texas A&M University College Station TX 08/2017 08/2022
Student At High School Huntsville TX 03/2016 08/2017
  • 02/2024 → Present
    Plano, TX
  • 10/2022 → 12/2023
    Computershare
    Louisville, KY
  • 05/2021 → 08/2022
    Student Rec Center - Texas A&M
    College Station, TX
  • 07/2018 → 10/2019
    Grand Station Entertainment
    College Station, TX
  • 08/2017 → 08/2022
    Student At Texas A&M University
    College Station, TX
  • 03/2016 → 08/2017
    Student At High School
    Huntsville, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-22
  • S65 Uniform Investment Adviser Law Examination
    2026-07-22

View on SEC IAPD

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