Sean Thomas Henderson

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

• 12/2014 → 06/2017
  Jpmorgan Chase Bank
  Vancouver, WA
• 03/2016 → 06/2017
  Jp Morgan Securities Llc
  Vancouver, WA
• 06/2017 → 02/2018
  Equity Fund Advisors
  Phoenix, AZ
• 06/2017 → 02/2018
  Cole Capital Corporation
  Phoenix, AZ
• 02/2018 → 05/2024
  Cco Capital, Llc
  Phoenix, AZ
• 02/2018 → 05/2024
  Cco Staffing, Llc
  Phoenix, AZ
• 06/2024 → 11/2024
  Unemployed
  Vancouver, WA
• 11/2024 → Present
  Fisher Investments
  Camas, WA

Other Businesses

My wife and I have an LLC for our rental property in Phoenix, AZ. The name of the company is: 3630 Friess LLC. The address for the company is: 1846 E Innovation Park Dr, Ste 100, Oro Valley, AZ 85755. The nature of the business is only for our rental property and I am a 50/50 co-owner with my wife Jillian. We started this company May 20th, 2024. We spend roughly 1 hour per month working on the business but that's always done after hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-30
• S63 Uniform Securities Agent State Law Examination
  2016-05-26

Other Names

• Sean Henderson
• Sean T Henderson