Matthew
Tatham
Fisher Investments
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About this Advisor
Matthew Tatham is a financial advisor working out of Tampa, Florida. Tatham is an employee of Fisher Investments. Their career trajectory has included roles at Fidelity Brokerage Services, LLC, Live Nation, Savoury Kitchen, University, 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. Tatham holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida and Texas. Fisher Investments is a financial advisory firm operating out of Plano, TX. The investment advisory business has offices in 14 locations and a total of 3,349 employees. It controls $192 billion in assets across its 269,289 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 37 charities and foundations. Of its 269,289 accounts, 46% belong to high-net-worth investors who have at least $1 million in assets. Fisher Investments offers a number 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. Fees for financial advice typically vary depending on which services are offered. Fee types billed by Fisher Investments most likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
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
Matthew has been registered as a financial advisor for 0 years.*
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
University
*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 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
Camas, WA
Plano, TX
Plano, TX
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Camas, WA
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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