Reid G Frumkin

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

• 04/2014 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2013-04-09 → 2014-04-08
  Morgan Stanley
  Lake Oswego, OR
• 2008-05-06 → 2011-07-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bend, OR

Other Businesses

--Name of the other business: GREENPOINT PARTNERS, LLC --Investment-related? NO --Address of the other business: 222 WEST ONTARIO, SUITE 520, CHICAGO, IL 60654 --Nature of the other business: ENERGY AUDITING SOFTWARE LICENSING --Position, title, or relationship with the other business: DIRECTOR AT LARGE --Start date of your relationship: 10/15/2017 --Approximate number of hours/month you devote to the other business: 1-5 --Number of hours you devote to the other business during securities trading hours: 1-5 --Duties relating to the other business: GENERAL STRATEGIC PLANNING

Exams

• S66 Uniform Combined State Law Examination
  2008-05-03

Other Names

• Reid Garrett Frumkin
• Reid Frumkin