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Sean Michael Callinan

Fisher Investments

Healdsburg, CA

Plano, TX

CRD 1988530

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-02-07
CA RA APPROVED 2002-06-18
  • TX RA
    APPROVED_RES
    Since 2022-02-07
  • CA RA
    APPROVED
    Since 2002-06-18

Branch Locations

Healdsburg, CA • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Inc. Woodside CA 08/2004 Present
  • 08/2004 → Present
    Fisher Investments Inc.
    Woodside , CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-07-15
S63 Uniform Securities Agent State Law Examination 1992-05-08
  • S65 Uniform Investment Adviser Law Examination
    1996-07-15
  • S63 Uniform Securities Agent State Law Examination
    1992-05-08

View on SEC IAPD

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