Christopher John Berkley

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

• 07/2000 → 12/2017
  Bar
  New Haven, CT
• 07/2014 → 07/2017
  Blackrock Investments, Llc
  Princeton, NJ
• 07/2014 → 07/2017
  Blackrock
  Princeton, NJ
• 04/2018 → 01/2021
  Td Ameritrade
  Radnor, PA
• 01/2018 → 04/2018
  Unemployed
  Guilford, CT
• 02/2023 → 06/2025
  Fortis Construction
  Philadelphia, PA
• 04/2026 → Present
  Fisher Investments
  Plano, TX
• 01/2021 → 02/2023
  Unemployed
  Guilford, CT
• 06/2025 → 04/2026
  Unemployed
  Guilford, CT

Previous Registrations

• 2018-04-12 → 2021-01-11
  Td Ameritrade, Inc.
  Radnor, PA
• 2018-04-12 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Radnor, PA
• 2014-07-30 → 2017-07-20
  Blackrock Investment Management, Llc
  Princeton, NJ
• 2012-05-16 → 2014-07-15
  Equitable Advisors, Llc
  Shelton, CT
  Guilford, CT
  Stamford, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-13
• S66 Uniform Combined State Law Examination
  2025-12-23

Other Names

• Christopher Berkley