Paul Matthew Graham

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

• 09/2016 → 04/2020
  The Vanguard Group, Inc.
  Malvern, PA
• 01/2016 → 06/2018
  Longview Property Group
  Berwyn, PA
• 01/2017 → 04/2020
  Charlestown Landscaping
  Phoenixville, PA
• 10/2019 → 01/2020
  Sedona Taphouse
  Phoenixville, PA
• 05/2020 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2019-09-05 → 2020-05-08
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-08-27
• S63 Uniform Securities Agent State Law Examination
  2016-10-28

Other Names

• Paul Graham