William Justin Mccarthy

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 09/2016
  Jonestrading Institutional Services, Llc
  New York, NY
• 10/2014 → 11/2016
  Alembic Global Advisors
  New York, NY
• 09/2016 → 11/2016
  Academy Securities, Inc.
  New York, NY
• 12/2016 → 01/2021
  Fidelity Brokerage Services Llc
  Glen Allen, VA
• 07/2018 → 01/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 02/2021 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2018-07-13 → 2021-02-08
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-01-03 → 2018-07-13
  Strategic Advisers Llc
  Glen Allen, VA
• 2012-08-24 → 2014-10-10
  Davenport & Company Llc
  Richmond, VA
  Richmond, VA

Exams

• S66 Uniform Combined State Law Examination
  2017-01-03
• S63 Uniform Securities Agent State Law Examination
  2001-05-24