Matthew Fitzsimmons has been Shareholder of The Watchman Group since February 2021, is not listed as a control person, but directly owns between 10% and 25% of the firm.
The Watchman Group, Inc. is a Plano, TX firm with $640M under management, 266 clients and 4 advisers in one office, as of its March 2026 filing.
Matthew Fitzsimmons’ longest registration was 13 years at True North Advisors, LLC (2003–2016). Before joining The Watchman Group in 2017, Matthew Fitzsimmons was registered through American Securities Group, Inc. and True North Advisors, LLC.
- The Watchman Group, Inc.Current– present · 9 yearsPlano, TX · Adviser representative · Firm CRD 133690
- American Securities Group, Inc.– · under a yearDallas, TX · Adviser representative · Firm CRD 43730
- True North Advisors, LLC– · 13 yearsDallas, TX · Adviser representative · Firm CRD 116048
- Lockwood Financial Services, Inc– · 2 yearsDallas, TX · Adviser representative · Firm CRD 40655
Investment adviser representative registrations
Matthew Fitzsimmons is registered as an investment adviser representative in 2 states. The first approvals date from June 2017; the most recent is Louisiana, in December 2017.
- LouisianaSince 6 December 2017
- TexasSince 9 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 3 March 2000 |
| Series 7 | General Securities Representative Examination | 9 June 1999 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Edward Fitzsimmons
- CRD
- 3235326
- Firm
- The Watchman Group · CRD 133690
- Role
- Shareholder
- Office
- 5045 LORIMAR DRIVE, SUITE 200, Plano, TX 75093
- Registration
- Investment adviser registration
- In the industry since
- February 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Fitzsimmons work?
Matthew Fitzsimmons has been Shareholder of The Watchman Group, Inc. since February 2021.
Is Matthew Fitzsimmons a financial advisor?
Yes. Matthew Fitzsimmons has a current investment-adviser registration in Louisiana and Texas, through The Watchman Group since June 2017.
How many years of experience does Matthew Fitzsimmons have?
Matthew Fitzsimmons has 25 years in the financial industry, since February 2001, across 4 adviser firms.
What exams has Matthew Fitzsimmons passed?
Matthew Fitzsimmons has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 1999.
Where did Matthew Fitzsimmons work before The Watchman Group?
Before The Watchman Group, Matthew Fitzsimmons was registered through American Securities Group, Inc., May 2006 to November 2006; True North Advisors, LLC, July 2003 to December 2016; Lockwood Financial Services, Inc, September 2000 to July 2003.
Where is Matthew Fitzsimmons based?
Matthew Fitzsimmons’ registered office is in Plano, TX.
Is Matthew Fitzsimmons registered with FINRA?
No. Matthew Fitzsimmons has no current broker registration.
How can I verify Matthew Fitzsimmons’ record?
Search CRD 3235326 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Fitzsimmons’ full registration record.