Matthew Alan Batson

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

• 02/2017 → 06/2017
  Accrue Partners At Sealed Air Corp
  Charlotte, NC
• 03/2016 → 06/2017
  Ruth's Chris Steakhouse
  Charlotte, NC
• 07/2013 → 12/2016
  University Of North Carolina At Charlotte
  Charlotte, NC
• 07/2017 → 04/2018
  The Vanguard Group, Inc.
  Charlotte, NC
• 04/2018 → 11/2020
  Ubs Financial Services Inc.
  Charlotte, NC
• 11/2020 → 06/2021
  Byron Financial, Llc
  Charlotte, NC
• 10/2021 → Present
  Fisher Investments
  Tampa, FL
• 06/2021 → 10/2021
  Unemployed
  Charlotte, NC

Previous Registrations

• 2020-11-16 → 2021-05-18
  Byron Financial, Llc
  Charlotte, NC
• 2018-06-07 → 2020-11-24
  Ubs Financial Services Inc.
  Charlotte, NC
  Weehawken, NJ
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-07
• S63 Uniform Securities Agent State Law Examination
  2017-08-28

Other Names

• Matt Alan Batson
• Matthew Batson
• Batson Alan Matthew