Matthew
Muller

Fisher Investments

CRD#7004219
Investment Advisor
in Tampa, FL

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About this Advisor

Matthew Muller is a financial advisor working out of Tampa, Florida who has 1 year of industry experience. Muller is an advisor for Fisher Investments. During their career, Muller has held roles at Raymond James & Associates, Florida State University, George Jenkins High School, University Of Tulsa Athletic Department and Fisher Investments. Muller has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Fisher Investments is a business that has its headquarters in Plano, TX. The firm has offices in 14 locations and a total of 3,349 people on staff. It has $192 billion in assets under management among its 269,289 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 37 charitable organizations. Of its 269,289 client accounts, 46% are associated with high-net-worth investors who have greater than $1 million in assets. The business offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fees charged by Fisher Investments likely are comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

3109 W Dr. Martin Luther King Jr. Blvd Suite 600
Tampa, FL 33607

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

FL Average: $3,042,739,679
Total Number of Employees

3,349

FL Average: 49
Total Number of Accounts

269,289

FL Average: 2,315
Average Account Size

$714,467

FL Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Matthew Muller Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fisher Investments

2020 - 2022 (2 years)

University Of Tulsa Athletic Department

2018 - 2020 (2 years)

Raymond James & Associates

2017 - 2018 (1 year)

Florida State University

2013 - 2017 (4 years)

Florida State University

2009 - 2013 (4 years)

George Jenkins High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Muller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fisher Investments

Roma Miller
Plano, TX
Melissa Sullivan
Plano, TX
Patrick Mccormick
Westerville, OH
Frank Fontanella
Marietta, GA
Marcel Dumont
Tampa, FL
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Theodore Stern
Plano, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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