Steven Szikszay

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

• 07/2017 → 10/2018
  Newport Group, Inc.
  Walnut Creek, CA
• 07/2017 → 10/2018
  Newport Group Securities, Inc.
  Lake Mary, FL
• 12/2015 → 07/2017
  Bluestar Retirement Services
  Ponte Vedra, FL
• 11/2018 → 10/2020
  Sound Income Strategies Llc
  Fort Lauderdale, FL
• 09/2021 → Present
  Sound Income Strategies Llc
  Fort Lauderdale, FL
• 11/2020 → 12/2023
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
• 01/2024 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
• 04/2026 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2021-09-20 → 2026-04-13
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
  Fort Lauderdale, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-13

Other Names

• Steven Szikszay