Matthew E. Fitzsimmons
Professional summary
Matthew Edward Fitzsimmons, who also goes by Matt Fitzsimmons, is a registered financial advisor currently at THE WATCHMAN GROUP, INC. located in Plano, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Edward Fitzsimmons's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 9, 2017 - Present
THE WATCHMAN GROUP, INC.
Office #1: 5045 Lorimar Drive Suite 200, Plano, TX 75093May 26, 2006 - November 1, 2006
AMERICAN SECURITIES GROUP, INC.
July 8, 2003 - December 31, 2016
TRUE NORTH ADVISORS, LLC
June 26, 2003 - October 8, 2007
AMERICAN SECURITIES GROUP, INC.
September 15, 2000 - July 8, 2003
LOCKWOOD FINANCIAL SERVICES, INC.
June 10, 1999 - July 8, 2003
LOCKWOOD FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
THE WATCHMAN GROUP, INC.
CRD#: 133690 / SEC#: 801-63818
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/6/2017)
(6/9/2017)
Exams
Current Firm
THE WATCHMAN GROUP, INC.
CRD#: 133690 / SEC#: 801-63818
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 958 |
| AUM (Assets Under Management) | $ 576,225,767 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
THE WATCHMAN GROUP, INC.
CRD#: 133690Plano, TX 75093TRUST BUT VERIFY
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