Omar Nevarez

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:

Current Employers

Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-06-09
TX	RA	APPROVED_RES	2022-10-13
WA	RA	APPROVED	2018-09-20

NY RA
APPROVED

Since 2023-06-09
TX RA
APPROVED_RES

Since 2022-10-13
WA RA
APPROVED

Since 2018-09-20

Branch Locations

New York, NY • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fisher Investments	Camas	WA	04/2014	Present

04/2014 → Present

Fisher Investments

Camas, WA

Other Businesses

Name of the other business: BNP PARTNERS LLC Investment-related? NO Address of the other business: N/A Nature of the other business: LLC ESTABLISHED AS A PARTNERSHIP WITH INTENT OF PURCHASING BEAUTY SALON Position, title, or relationship with the other business: PARTNER Start date of your relationship: 06/15/2017 Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: INVESTOR/ PARTNER Name of the other business: EUPHRATES ENTERPRISES LLC Investment-related? YES Address of the other business: N/A Nature of the other business: RESIDENTIAL REAL ESTATE Position, title, or relationship with the other business: MANAGER Start date of your relationship: 03/20/19 Approximate number of hours/month you devote to the other business: ONE TO FIVE Number of hours you devote to the other business during securities trading hours: ZERO Duties relating to the other business: DIRECT REAL ESTATE INVESTMENTS, ACQUIRE RENTAL PROPERTIES TO PRODUCE INCOME, HIRE COMPANY TO MANAGE UNITS Name of the other business: BNP Vending LLC Investment-related? NO Address of the other business: N/A Nature of business: Vending Machines- own/operate vending machines at a few select locations in the Greater Portland Area Position, title, or relationship with the other business: Co-Owner/Operator Start date of your relationship: 09/01/21 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: 0 Duties relating to the other business: INVESTOR/ PARTNER