Anthony B. Carswell

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

• 01/2026 → Present
  Fisher Investments
  Plano, TX
• 08/2011 → 05/2024
  Citigroup
  Tampa, FL
• 07/2025 → 01/2026
  Usaa
  Tampa, FL
• 05/2024 → 12/2025
  University Of South Florida
  Tampa, FL

Other Businesses

POSITIVE FAMILY PARTNERS - non investment related - 7402 N 56th St Tampa FL 33617 - assists children, family and agencies with mental health and development services - advisory board participant - 2018 - 2 hours quarterly - 1 hour quarterly during securities trading hours - duties involve operations and marketing strategy advisement for the sustainability of the organization UNIVERSITY OF SOUTH FLORIDA - non investment related - 4202 E Fowler Ave Tampa FL 33620 - higher education institution - student/panel participant - 2001 - less than 2 hours (one time occurrence) - less than 2 hours (one time occurrence) - panel participant in professor search for Communication department

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-16
• S63 Uniform Securities Agent State Law Examination
  2004-01-23

Other Names

• Anthony Bernard Carswell