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Isabel Mendez Ortiz

Fisher Investments

Plano, TX

Tampa, FL

CRD 6687468

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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
FL RA APPROVED 2026-06-12
TX RA APPROVED 2026-06-09
  • FL RA
    APPROVED
    Since 2026-06-12
  • TX RA
    APPROVED
    Since 2026-06-09

Branch Locations

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

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • 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
Goldman Sachs Irving TX 06/2018 02/2026
Valija Gitana, Inc Hatillo PR 11/2017 01/2018
University Of Puerto Rico, Mayaguez Campus Mayaguez PR 05/2012 06/2017
Unemployed Isabela PR 06/2017 11/2017
Unemployed Isabela PR 01/2018 06/2018
Fisher Investments Tampa FL 03/2026 Present
  • 06/2018 → 02/2026
    Goldman Sachs
    Irving, TX
  • 11/2017 → 01/2018
    Valija Gitana, Inc
    Hatillo, PR
  • 05/2012 → 06/2017
    University Of Puerto Rico, Mayaguez Campus
    Mayaguez, PR
  • 06/2017 → 11/2017
    Unemployed
    Isabela, PR
  • 01/2018 → 06/2018
    Unemployed
    Isabela, PR
  • 03/2026 → Present
    Fisher Investments
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-09
  • S65 Uniform Investment Adviser Law Examination
    2026-06-09
Other Names
  • Isabel Mendez

View on SEC IAPD

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