Tarainia Sherri Mcdaniel

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

• 06/2014 → 06/2023
  Fidelity
  Albuquerque, NM
• 07/2018 → 06/2023
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 09/2023 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2018-07-13 → 2023-06-21
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Boston, MA
• 2016-12-20 → 2018-07-13
  Strategic Advisers Llc
  Albuquerque, NM

Other Businesses

TIS Financial LLC; No; Little Elm, TX; Car Rentals; Owner; 08/2023; 5 weekly; 0; cars for rent on ride share apps like Turo

Exams

• S66 Uniform Combined State Law Examination
  2016-02-12