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Shayan Saeri

Fisher Investments

Woodside, CA

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-19
CA RA APPROVED 2021-08-27
  • TX RA
    APPROVED_RES
    Since 2023-09-19
  • CA RA
    APPROVED
    Since 2021-08-27

Branch Locations

13100 Skyline Boulevard, Woodside, CA 94062 • 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
Fisher Investments Woodside CA 06/2018 Present
Travelers Walnut Creek CA 06/2017 08/2017
University Of The Pacific Stockton CA 08/2014 05/2018
  • 06/2018 → Present
    Fisher Investments
    Woodside, CA
  • 06/2017 → 08/2017
    Travelers
    Walnut Creek, CA
  • 08/2014 → 05/2018
    University Of The Pacific
    Stockton, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-27
  • S65 Uniform Investment Adviser Law Examination
    2021-08-27

View on SEC IAPD

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