Matthew
Tatham
Fisher Investments
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About this Advisor
Matthew Tatham is a financial advisor based in Tampa, Florida, working with Fisher Investments. Matthew has previously held positions at Fidelity Brokerage Services, LLC, Live Nation, Savoury Kitchen, Conrad Hotels And Resorts, Burj Al Arab/ Jumeriah Hotels And Resorts, Montage Hotels And Resorts, United Concerts, Robinhood Financial, Robinhood Markets, Inc, and Fisher Investments. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Matthew is part of Fisher Investments, which operates out of Tampa, Florida. The firm has 14 offices and 3,525 employees. The firm manages assets totaling $235.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Fisher Investments includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$235,943,355,465
3,525
148,462
$1,589,251
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 Tatham Work History
Fisher Investments
Robinhood Markets, Inc
Robinhood Financial
Fidelity Brokerage Services, LLC
Live Nation
Savoury Kitchen
United Concerts
Montage Hotels And Resorts
Burj Al Arab/ Jumeriah Hotels And Resorts
Conrad Hotels And Resorts
Disclosures
Please visit the SEC profile of Matthew Tatham 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
San Mateo, CA
Plano, TX
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Plano, TX
Plano, TX
Tampa, FL
Plano, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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