Thomas Donavan Fitzgerald

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

• 09/2015 → 11/2019
  Tiaa
  Nashville, TN
• 09/2015 → 11/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Nashville, TN
• 01/2020 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2015-10-13 → 2019-11-20
  Tiaa-Cref Individual & Institutional Services, Llc
  Omaha, NE
  Nashville, TN
• 2013-05-14 → 2015-09-24
  Td Ameritrade, Inc.
  Nashville, TN
  Omaha, NE
  Omaha, NE
• 2013-05-08 → 2015-09-24
  Td Ameritrade Investment Management, Llc
  Brentwood, TN
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2013-05-02
• S63 Uniform Securities Agent State Law Examination
  2012-09-04

Other Names

• Tommy Donavan Fitzgerald
• Tommy Fitzgerald