Rachael Leah Holland

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

• 01/2025 → Present
  Fisher Investments
  Plano, TX
• 02/2016 → 10/2020
  Ing Financial Services
  New York City, NY
• 10/2020 → 09/2021
  Amazon Web Services
  Seattle, WA
• 10/2021 → 01/2023
  Meta
  Austin, TX
• 01/2023 → 08/2023
  Jda Technical Associates - For Apple
  Austin, TX
• 09/2023 → 07/2024
  Ufp
  Austin, TX
• 07/2024 → 01/2025
  Self-Employed Part Time While Focusing On Full Time Job Search
  Austin, TX

Previous Registrations

• 2007-05-17 → 2007-06-08
  Wamu Investments, Inc.
  Garland, TX
• 2007-03-28 → 2007-04-12
  Equitable Advisors, Llc
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-08-02

Designations

• Chartered Financial Analyst

Other Names

• Rachael L Holland