Joseph Mattei
Investment adviser representative at Fisher\smb
13 yearsExperience
1 stateRegistered in
$6.8BFirm assets
2 yearsFirm in business
Are you Joseph Mattei? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Fisher\smbApr 2026 to now
- Fisher Retirement Solutions LLC dba Fisher\smbApr 2026 to now
- Allworth FinancialOct 2023 to Mar 2026
- Aw SecuritiesOct 2023 to Mar 2026
- UnemployedMar 2023 to Oct 2023
- TIAAJul 2013 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fisher\smb
Legal name: Fisher Retirement Solutions LLC
$6.8BAssets managed
1,848Clients
70Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1985316
- Firm CRD
- 331205