David Joseph Weippert

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

• 02/2020 → 05/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 06/2013 → 12/2017
  American Eagle
  Moorestown, NJ
• 08/2014 → 08/2019
  Loyola University Maryland
  Baltimore, MD
• 09/2014 → 06/2018
  Loyola Notre Dame Library
  Baltimore, MD
• 06/2016 → 08/2018
  Curtains Warf
  Burlington City, NJ
• 11/2019 → 02/2020
  American Eagle
  Blackwood, NJ
• 05/2021 → 05/2022
  Bank Of America, N.A.
  Pennington, NJ
• 05/2022 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2020-09-11 → 2022-04-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Pennington, NJ
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2020-09-08

Other Names

• David Weippert