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Robert Montgomery Steed

Fisher Investments

Camas, WA

Plano, TX

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Current Employers
Fisher Investments

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-15
OR RA APPROVED 2023-04-12
WA RA APPROVED 2007-11-27
  • TX RA
    APPROVED_RES
    Since 2023-09-15
  • OR RA
    APPROVED
    Since 2023-04-12
  • WA RA
    APPROVED
    Since 2007-11-27

Branch Locations

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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
OrganizationCityStateFromTo
Fisher Investments Woodside CA 11/2007 Present
Previous Registrations
  • 2006-11-15 → 2007-11-27
    Arnerich Massena, Inc.
    Portland, OR
  • 2006-05-30 → 2006-09-22
    Hybridtrading, Llc
    Portland, OR
  • 2004-12-06 → 2006-02-24
    Td Ameritrade Investment Management, Llc
    Portland, OR
  • 2005-05-19 → 2005-12-14
    Ameritrade Advisory Services Llc
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-10
S63 Uniform Securities Agent State Law Examination 2000-12-22
  • S65 Uniform Investment Adviser Law Examination
    2004-11-10
  • S63 Uniform Securities Agent State Law Examination
    2000-12-22

View on SEC IAPD

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