Matthew Porter Barton
Investment adviser representative at Missionsquare Retirement
19 yearsExperience
6 statesRegistered in
$6.3BFirm assets
43 yearsFirm in business
Are you Matthew Porter Barton? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Missionsquare Investment ServicesAug 2023 to now
- Missionsquare RetirementAug 2023 to now
- UnemployedFeb 2023 to Jul 2023
- Farther Finance Advisors, LLCJun 2022 to Jan 2023
- Wealthfactor, LLCSep 2019 to Jun 2022
- My Portfolio GuideSep 2019 to Sep 2021
- UnemployedMay 2019 to Sep 2019
- Fisher InvestmentsMar 2007 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 6 states (AK, ID, MT, OR, UT, WA).
Missionsquare Retirement
Legal name: International City Management Association Retirement Corporation
$6.3BAssets managed
40,527Clients
132Advisers
43 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
- 2609067
- Firm CRD
- 108783