Andrew Matthews

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

• 08/2023 → Present
  Fisher Investments
  Plano, TX
• 08/2015 → 05/2019
  Jesuit College Prep Dallas
  Dallas, TX
• 03/2017 → 08/2017
  Market Street
  Plano, TX
• 03/2018 → 07/2019
  The Keeper
  Plano, TX
• 05/2020 → 07/2020
  Sixty Vines
  Plano, TX
• 06/2020 → 08/2020
  Highland Homes
  The Colony, TX
• 05/2021 → 08/2021
  J Crew
  Plano, TX
• 08/2019 → 05/2023
  University Of Oklahoma
  Norman, OK
• 05/2023 → 07/2023
  Fc Dallas
  Frisco, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-11