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Adam Robert Bossert

Fisher Investments

Tampa, FL

Plano, TX

CRD 6483887

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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
TX RA APPROVED_RES 2023-07-05
FL RA APPROVED 2021-11-04
  • TX RA
    APPROVED_RES
    Since 2023-07-05
  • FL RA
    APPROVED
    Since 2021-11-04

Branch Locations

3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • 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
U.S. Bancorp Investments, Inc. Kirkland WA 04/2015 04/2019
Fisher Investments Tampa FL 05/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-30
S63 Uniform Securities Agent State Law Examination 2015-06-15
  • S65 Uniform Investment Adviser Law Examination
    2016-06-30
  • S63 Uniform Securities Agent State Law Examination
    2015-06-15

View on SEC IAPD

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