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Matthew Mark Huddleston

Fisher Retirement Solutions LLC

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About Matthew Mark Huddleston

Matthew Mark Huddleston is an investment advisor representative at Fisher Retirement Solutions LLC. Matthew has been in the industry since 1997 and has a wide range of experience. Matthew is registered with the state of Texas. Matthew specializes in providing investment advice to retirement plans and governmental entities.

Firm Information

Matthew Huddleston is currently registered with Fisher Retirement Solutions LLC. Fisher Retirement Solutions LLC is an investment advisor based in Plano, TX. The firm primarily manages assets for pension and profit-sharing plans and state or municipal government entities. They have approximately $4.9 billion in regulatory assets under management.
Fisher Retirement Solutions LLC

6404 INTERNATIONAL PARKWAY

PLANO, TX 75093

$4.90B

Assets Under Management

82

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Huddleston’s Registration & Firm History

TX

07/11/2024 - Present

Fisher Retirement Solutions LLC (AUSTIN TX)

HI

06/01/2009 - 07/08/2010

MORGAN STANLEY SMITH BARNEY (KAHULUI HI)

MD

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (BALTIMORE MD)

CT

02/12/1998 - 04/02/2007

MORGAN STANLEY DW INC. (STAMFORD CT)

MA

05/16/1997 - 02/10/1998

FECHTOR, DETWILER & CO., INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 10/25/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/12/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/10/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 05/15/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Mark Huddleston.
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