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Stef Carmichael

Fisher Investments

Plano, TX

Tampa, FL

CRD 6482526

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-03
TX RA APPROVED 2019-09-09
  • FL RA
    APPROVED
    Since 2024-10-03
  • TX RA
    APPROVED
    Since 2019-09-09

Branch Locations

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

3109 W Martin L King Jr Blvd Ste 600, Tampa, FL 33607 • 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
Rbc Wealth Management Reno NV 04/2014 10/2016
Rbc Capital Markets, Llc Reno NV 10/2016 Present
Fisher Investments San Mateo CA 12/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-17
  • S66 Uniform Combined State Law Examination
    2016-03-17

View on SEC IAPD

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