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Roemello Christopher Shavers

Fisher Investments

Plano, TX

Plano, TX

CRD 6662357

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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
TX RA APPROVED 2020-12-21
  • TX RA
    APPROVED
    Since 2020-12-21

Branch Locations

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

6500 International Parkway Suite 2050, Plano, TX 75093 • 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
Tiaa-Cref Individual & Institutional Services, Llc Lewisville TX 06/2017 11/2020
Tiaa Lewisville TX 06/2017 11/2020
Lubbock Isd Lubbock TX 09/2015 05/2017
Texas Tech University Lubbock TX 08/2013 12/2016
Fisher Investments Plano TX 12/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-04
  • S66 Uniform Combined State Law Examination
    2017-08-04
Other Names
  • Roemello Christopher Shavers
  • Roemello Shavers

View on SEC IAPD

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