Joseph Mattei is a registered investment advisor at Fisher\smb, based in Carrollton, TX, with 32 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 1,848 clients with $6.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4100 International Parkway, Suite 2000, Carrollton, TX, 75007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fisher\smb
Previous Registrations
Allworth Financial, L.P.
Aw SecuritiesBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Adp Broker-Dealer, INC.Broker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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