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Andres G Lamas

Fisher Investments

Tampa, FL

Plano, TX

CRD 6496533

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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 2024-12-17
TX RA APPROVED 2024-12-13
  • FL RA
    APPROVED
    Since 2024-12-17
  • TX RA
    APPROVED
    Since 2024-12-13

Branch Locations

3109 W Dr. Martin Luther King 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
T Rowe Price Tampa FL 05/2015 03/2019
Morgan Stanley Temple Terrace FL 03/2019 12/2024
Morgan Stanley Private Bank, N.A New York NY 02/2020 12/2024
Fisher Investments Tampa FL 12/2024 Present
  • 05/2015 → 03/2019
    T Rowe Price
    Tampa, FL
  • 03/2019 → 12/2024
    Morgan Stanley
    Temple Terrace, FL
  • 02/2020 → 12/2024
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 12/2024 → Present
    Fisher Investments
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-24
  • S66 Uniform Combined State Law Examination
    2015-07-24
Other Names
  • Andres Lamas
  • Andy Lamas

View on SEC IAPD

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STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
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