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RIA / WealthAdvisor16 years in industry

HAYDEN MATTHEW LACKEY

Advisor at FISHER\SMB

CARROLLTON, TX

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Search this name across graphsid dfx:ria:a29db217-5c47-f05f-e5c5-81259ccd4d57

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FISHER\SMB
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 5, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 5, 2010
First registration: Jan 24, 2011
Dual registered: no
IAPD individual key: 5745244

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FISHER\SMB	Institutional manager	Jul 3, 2024	n/a	yes	CARROLLTON, TX	Current employment
FISHER INVESTMENTS	Independent wealth	Sep 10, 2021	Jul 3, 2024	no	PLANO, TX\|PLANO, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 15, 2020	Dec 9, 2020	no	ALLEN, TX	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jun 4, 2020	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 4, 2012	Jul 13, 2018	no	DALLAS, TX\|OKLAHOMA CITY, OK\|CHICAGO, IL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 24, 2011	Nov 15, 2012	no	FORT WORTH, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FISHER INVESTMENTS	FISHER\SMB	Jul 3, 2024	Jul 3, 2024	0	Bulk transfer	RIA to new firm
LPL FINANCIAL LLC	FISHER INVESTMENTS	Dec 9, 2020	Sep 10, 2021	275	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	LPL FINANCIAL LLC	Jun 4, 2020	Jun 15, 2020	11	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
WELLS FARGO ADVISORS	STRATEGIC ADVISERS LLC	Nov 15, 2012	Dec 4, 2012	19	Firm change	Wirehouse to ibd

Relationships

Registered with (6)

→ FISHER\SMBRegistered adviserregistration: current employment
Jul 3, 2024 to presentfactForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Sep 10, 2021 to Jul 3, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 15, 2020 to Dec 9, 2020factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Jun 4, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Dec 4, 2012 to Jul 13, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 24, 2011 to Nov 15, 2012factForm ADV

Dated events

No dated event names this entity yet.