Guy Kelly 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

• 05/2022 → 11/2022
  Green Brick Mortgage Llc
  Dallas, TX
• 01/2019 → 04/2022
  Primelending, A Plainscapital Company
  Dallas, TX
• 07/2018 → 01/2019
  Pennymac Loan Services
  Plano, TX
• 05/2018 → 07/2018
  Amazon
  Coppell, TX
• 06/2012 → 04/2018
  Stellar Health
  San Marcos, TX
• 01/2023 → 11/2024
  Fidelity Investments
  Westlake, TX
• 01/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2023-06-30 → 2024-11-04
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-06-12

Other Names

• Guy Kelly Alexander
• Guy Alexander