Ryan P Schuman

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
TX	RA	APPROVED_RES	2023-09-19
CA	RA	APPROVED	2012-11-08

TX RA
APPROVED_RES

Since 2023-09-19
CA RA
APPROVED

Since 2012-11-08

Branch Locations

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

13100 Skyline Blvd, Woodside, CA 94062 • 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	Woodside	CA	06/2007	Present

06/2007 → Present

Fisher Investments

Woodside, CA

Other Businesses

the name of the other business; EL CAMPO COFFEE whether the business is investment-related; NO the address of the other business; 14095 CHALK HILL ROAD HEALDSBURG CA 95448 the nature of the other business; COFFEE ROASTING your position; OWNER the start date of your relationship; 8/31/21 the approximate number of hours/month you devote to the other business; 11-20 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; COFFEE ROASTING, MARKETING, AND SELLING

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-11-07

S65 Uniform Investment Adviser Law Examination

2012-11-07

View on SEC IAPD