Best Investors Account Sign in
Inactive

Robert Edward Joseph Sirois

Fisher Investments

Plano, TX

Camas, WA

CRD 6678353

Claim This Profile
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
OR RA APPROVED 2023-02-16
WA RA APPROVED 2021-05-10
  • OR RA
    APPROVED
    Since 2023-02-16
  • WA RA
    APPROVED
    Since 2021-05-10

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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 Camas WA 01/2021 Present
Unemployed Portland OR 03/2020 01/2021
Logical Position Lake Oswego OR 09/2018 03/2020
University Of Oregon Eugene OR 09/2014 07/2018
Northwestern Mutual Eugene OR 06/2016 09/2016
Chulas Cantina Eugene OR 09/2016 10/2017
Eugene Country Club Eugene OR 06/2017 06/2018
  • 01/2021 → Present
    Fisher Investments
    Camas, WA
  • 03/2020 → 01/2021
    Unemployed
    Portland, OR
  • 09/2018 → 03/2020
    Logical Position
    Lake Oswego, OR
  • 09/2014 → 07/2018
    University Of Oregon
    Eugene, OR
  • 06/2016 → 09/2016
    Northwestern Mutual
    Eugene, OR
  • 09/2016 → 10/2017
    Chulas Cantina
    Eugene, OR
  • 06/2017 → 06/2018
    Eugene Country Club
    Eugene, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-10
  • S65 Uniform Investment Adviser Law Examination
    2021-05-10
Other Names
  • Robert E Sirois
  • Bobby Sirois

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor