Zachary Alexander Kari

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

• 09/2017 → 12/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atrlington, TX
• 09/2017 → 12/2025
  Bank Of America, N.A.
  Arlington, TX
• 02/2016 → 09/2016
  Hurst Euless Bedford Independent School Districk
  Bedford, TX
• 09/2016 → 08/2017
  Hurst Euless Bedford Independent School District
  Bedford, TX
• 01/2016 → 10/2017
  Wester Son Distillery
  Pilot Pointe, TX
• 05/2026 → Present
  Fisher Investments
  Plano, TX
• 11/2025 → 05/2026
  Door Dash
  San Francisco, TX

Previous Registrations

• 2020-06-15 → 2025-12-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Arlington, TX
  Arlington, TX
  Hurst, TX
  New York, NY
  Arlington, TX
  Hurst, TX
  Colleyville, TX
  Grand Prairie, TX
  Arlington, TX
  Grand Prairie, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-06-12