Andrew Munson Fisher

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2005 → 11/2020
  Worldview Wealth Advisors
  Lake Oswego, OR
• 11/2020 → Present
  Cerity Partners Llc
  San Francisco, CA

Previous Registrations

• 2006-01-03 → 2020-11-10
  Worldview Wealth Advisors
  San Francisco, CA
• 2002-10-21 → 2005-11-10
  Chinook Capital Management Llc
  Portland, OR

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-12-17

Designations

• Chartered Financial Analyst

Other Names

• Andrew M Fisher