Christopher Shaun Alexander

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

• 06/2014 → 03/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 11/2014 → 03/2018
  Bank Of America N.A.
  Atlanta, GA
• 04/2018 → 04/2018
  Spire Invesment Partners
  Charlotte, NC
• 08/2018 → 03/2020
  Personal Capital Advisors Corporation
  Atlanta, GA
• 04/2018 → 08/2018
  Unemployed
  Atlanta, GA
• 04/2020 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2018-08-16 → 2020-03-19
  Personal Capital Advisors Corporation
  Atlanta, GA
• 2018-04-05 → 2018-04-24
  Spire Wealth Management, Llc
  Charlotte, NC
• 2014-07-16 → 2018-03-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Charlotte, NC
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-30
• S63 Uniform Securities Agent State Law Examination
  2013-09-26

Other Names

• Christopher Shaun Alexander
• Christopher S Alexander