Adam Neevel Wiener

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

• 04/2021 → Present
  Fisher Investments
  Camas, WA
• 05/2014 → 10/2017
  Wells Capital Management
  San Francisco, CA
• 10/2017 → 04/2021
  Wells Capital Management
  San Francisco, CA

Previous Registrations

• 2010-07-06 → 2011-11-09
  Allspring Funds Management, Llc
  Menomonee Falls, WI

Other Businesses

the name of the other business; Cure ALD whether the business is investment-related; No the address of the other business; 1642 NW Hancock Dr Camas WA 98607 the nature of the other business; Fundraiser for research your position; Treasurer/Board Member title, or relationship with the other business; Treasurer/Board Member Volunteer the start date of your relationship; 01/01/2026 the approximate number of hours/weekly you devote to the other business; 1 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Foundation objective: raise funds for research projects aimed at a cure or preventative treatment for Adrenoleukodystrophy (ALD), a rare genetic disorder that affects my wife and son, Responsibilities -Fundraise for ALD research -Raise ALD awareness -Review gift requests from non-profit research projects

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-01
• S63 Uniform Securities Agent State Law Examination
  2008-04-18

Designations

• Chartered Financial Analyst

Other Names

• Adam Neevel Wiener