Santiago Philippe Workman

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

• 03/2015 → 06/2018
  Learnvest Inc.
  Scottsdale, AZ
• 11/2018 → 01/2023
  Fisher Investments
  Plano, TX
• 06/2018 → 11/2018
  Unemployed
  Mesa, AZ
• 02/2023 → 09/2024
  The Vanguard Group, Inc.
  Plano, TX
• 09/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2023-04-27 → 2024-09-12
  Vanguard Advisers, Inc.
  Plano, TX
• 2018-11-13 → 2023-01-19
  Fisher Investments
  Plano, TX
  Plano, TX
• 2015-04-20 → 2018-06-11
  Learnvest Planning Services, Llc
  Scottsdale, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-26

Designations

• Certified Financial Planner

Other Names

• Philippe Philippe Workman
• Santiago Philippe Workman
• Phil Workman