Matthew
Lorner
Fisher Investments
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About this Advisor
Matthew Lorner is a financial advisor based in Bayville, New York, working with Fisher Investments. Matthew has previously held positions at J.P. Morgan Securities LLC, The Anchorage Of Freeport Homeowners Assoc, E*Trade Securities LLC, E*Trade Capital Management LLC, Morgan Stanley, Harrisdirect LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, and Fisher Investments. Matthew has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Matthew is part of Fisher Investments, which operates out of Bayville, New York. 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 Lorner Work History
Fisher Investments
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Morgan Stanley
E*Trade Securities LLC
E*Trade Capital Management LLC
Harrisdirect LLC
J.P. Morgan Securities LLC
The Anchorage Of Freeport Homeowners Assoc
Disclosures
Please visit the SEC profile of Matthew Lorner 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
Plano, TX
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Plano, TX
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Tampa, FL
Plano, TX
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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.
