Ryan Santana

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

• 11/2020 → 04/2021
  Fidelity Investments
  Brea, CA
• 09/2018 → 03/2020
  Kpmg
  Los Angeles & Irvine, CA
• 04/2020 → 09/2020
  Unemployed
  Yorba Linda, CA
• 06/2017 → 06/2018
  Student
  Los Angeles, CA
• 01/2017 → 06/2017
  Unemployed
  Yorba Linda, CA
• 08/2015 → 01/2017
  Brown Brothers Harriman
  Boston, MA
• 09/2020 → 10/2020
  Amazon.cOm
  Chino, CA
• 06/2018 → 08/2018
  Nordstrom
  Brea, CA
• 05/2021 → 03/2022
  Hightower Securities Llc
  Newport Beach, CA
• 03/2022 → 06/2023
  Janney Montgomery Scott Llc
  Franklin, TN
• 07/2022 → 12/2022
  Nashville Jr. Predators/Total Package Hockey
  Nashville, TN
• 06/2023 → 05/2024
  Janney Montgomery Scott Llc
  Philadelphia, PA
• 05/2024 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2022-03-08 → 2024-05-14
  Janney Montgomery Scott Llc
  Franklin, TN
  Philadelphia, PA
• 2021-05-10 → 2022-03-01
  Hightower Advisors, Llc
  Newport Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-01
• S63 Uniform Securities Agent State Law Examination
  2021-02-19

Other Names

• Ryan Santana
• Ryan Paul Santana