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Paulo Alexander Matias

Fisher Investments

Plano, TX

Tampa, FL

CRD 6700769

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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 2026-02-19
TX RA APPROVED 2026-02-12
  • FL RA
    APPROVED
    Since 2026-02-19
  • TX RA
    APPROVED
    Since 2026-02-12

Branch Locations

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

3109 W Dr Martin Luther King Jr Blvd, 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
Jp Morgan Securities Llc Tarpon Springs FL 07/2016 03/2021
Jpmorgan Chase Bank Tarpon Springs FL 07/2016 03/2021
Fisher Investments Tampa FL 01/2026 Present
Us Bank Clearwater FL 08/2021 02/2023
Bank Of Central Florida Tampa FL 02/2023 12/2023
Pnc Clearwater FL 10/2024 05/2025
Raymond James Bank St Petersburg FL 05/2025 12/2025
Unemployed Tampa FL 12/2023 10/2024
Unemployed Tampa FL 03/2021 08/2021
  • 07/2016 → 03/2021
    Jp Morgan Securities Llc
    Tarpon Springs, FL
  • 07/2016 → 03/2021
    Jpmorgan Chase Bank
    Tarpon Springs, FL
  • 01/2026 → Present
    Fisher Investments
    Tampa, FL
  • 08/2021 → 02/2023
    Us Bank
    Clearwater, FL
  • 02/2023 → 12/2023
    Bank Of Central Florida
    Tampa, FL
  • 10/2024 → 05/2025
    Pnc
    Clearwater, FL
  • 05/2025 → 12/2025
    Raymond James Bank
    St Petersburg, FL
  • 12/2023 → 10/2024
    Unemployed
    Tampa, FL
  • 03/2021 → 08/2021
    Unemployed
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-12
S63 Uniform Securities Agent State Law Examination 2016-09-30
  • S65 Uniform Investment Adviser Law Examination
    2026-02-12
  • S63 Uniform Securities Agent State Law Examination
    2016-09-30
Other Names
  • Paulo A Matias

View on SEC IAPD

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