Kyle Obrien

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

• 03/2015 → 12/2016
  Atlantic Nursery & Garden Shop
  Freeport, NY
• 09/2016 → 06/2017
  Allstate Insurance
  North Babylon, NY
• 05/2017 → 09/2018
  Solutions Valet Parking Inc
  Island Park, NY
• 06/2017 → 11/2017
  Gucci
  Manhasset, NY
• 11/2017 → 08/2018
  Alice And Olivia
  Manhasset, NY
• 02/2020 → 01/2021
  Ubs Financial Services
  Tampa, FL
• 06/2021 → 09/2021
  Raymond James
  St. Petersburg, FL
• 08/2016 → 05/2018
  Nassau Community College
  Garden City, NY
• 08/2018 → 06/2021
  University Of Tampa
  Tampa, FL
• 10/2020 → Present
  Fisher Investments
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-07