Mathew White, financial advisor San Mateo CA
88 score

Mathew White

CRD Number: 6005036
Current Firm: Fisher Investments

Mathew White (CRD# 6005036) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Invesetments San Mateo, CA Jul 2012 - Current 4
Morgan Stanley Oakland, CA Oct 2011 - Jun 2012 < 1
Compass Education Larkspur, CA Dec 2010 - May 2012 1
Crema Cafe Cambridge, MA Jun 2009 - Sep 2010 1
Tufts University Medford, MA Aug 2006 - May 2010 3
Unemployed Somerville, MA Sep 2008 - May 2009 < 1
Boston Common Coffee Boston, MA Jun 2008 - Sep 2008 < 1
Satura Los Altos, CA Jun 2007 - Sep 2007 < 1
Satura Los Altos, CA Apr 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Mathew S. White
Phone Number: 800-851-8845
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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