Rhoman Sushant Goyenechea

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

• 04/2015 → 11/2017
  Waddell & Reed, Inc
  Seattle, WA
• 11/2015 → 11/2017
  Various Insurance Carriers For W & R Insurance Agencies
  Seattle, WA
• 10/2017 → 12/2017
  Seattle Insurance Group
  Seattle, WA
• 12/2017 → 07/2021
  Waddell & Reed, Inc
  Silverdale, WA
• 12/2017 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Silverdale, WA
• 08/2012 → 11/2020
  Living Earth Institute
  Seattle, WA
• 12/2017 → 07/2021
  Steven Finnegan Llc
  Silverdale, WA
• 07/2021 → 07/2022
  Lpl Financial Llc
  Silverdale, WA
• 10/2022 → 05/2024
  Ameriprise Financial Services, Llc
  Troy, MI
• 02/2026 → Present
  Fisher Investments
  Camas, WA
• 06/2024 → 01/2026
  Kid Stuff Family Monitoring
  Silverdale, WA

Previous Registrations

• 2022-10-12 → 2024-02-19
  Ameriprise Financial Services, Llc
  Troy, MI
• 2021-07-21 → 2022-07-11
  Lpl Financial Llc
  Seattle, WA
  Silverdale, WA
• 2017-12-19 → 2021-07-21
  Waddell & Reed
  Silverdale, WA
  Seattle, WA
  Silverdale, WA
  Seattle, WA
• 2015-10-29 → 2017-11-09
  Waddell & Reed
  Seattle, WA
  Seattle, WA
  Lynnwood, WA
  Bellevue, WA
  Silverdale, WA
  Tacoma, WA

Other Businesses

Outside Employment; Outside Employment; Kitsap Alliance FC; Other; PO Box 828, , Silverdale, WA, 98383; Not Investment-Related; 01/03/2022; 0 during trading hours; 4-5 hours per month. this will cease at the end of April. Ari Designs LLC: non-investment; 14758 Olympic View Loop Rd NW, Silverdale, WA 98383; part owner (family business); july 2025; 0 during trading hours; 4-5 per month; our family sells greeting cards and roasted nuts. this is the vision of my 8 year old son. Goyco Trading LLC: investment related; 14758 Olympic View Loop Rd NW, Silverdale, WA 98383; owner and operator; LLC established in 2024; 0 hours during NYSE market hours; 10 hours per month; LLC was established as a pass-through entity; trade future contract (/ES) through prop firms. its a simulated environment. the name of the other business; Ari Design LLC whether the business is investment-related; No the address of the other business; 14758 Olympic View Loop Rd. NW. Silverdale, WA 98383 the nature of the other business; Selling greeting cards your position; Part Owner title, or relationship with the other business; Part Owner the start date of your relationship; 07/01/2025 the approximate number of hours/week you devote to the other business; 10 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; This is a family business where our son is the artists/creative mind. We sell greeting cards and sell roasted nuts. I assist with the bookkeeping which is simply filing quarterly taxes and charitable contributions. This is newly started business so its still la work in progress :)

Exams

• S66 Uniform Combined State Law Examination
  2015-10-29

Other Names

• Rhoman Goyenechea