Chase Sheridan Vander Heiden

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-07-01
WA	RA	APPROVED	2020-03-10

TX RA
APPROVED_RES

Since 2023-07-01
WA RA
APPROVED

Since 2020-03-10

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

Organization	City	State	From	To
University Of Oregon	Eugene	OR	06/2014	06/2018
Bullwinkles - Family Fun Center	Wilsonville	OR	03/2014	09/2016
Ridgetop Research	New York	NY	06/2017	09/2017
University Of Oregon	Eudene	OR	09/2017	06/2018
Fisher Investments	Camas	WA	06/2018	Present

06/2014 → 06/2018

University Of Oregon

Eugene, OR
03/2014 → 09/2016

Bullwinkles - Family Fun Center

Wilsonville, OR
06/2017 → 09/2017

Ridgetop Research

New York, NY
09/2017 → 06/2018

University Of Oregon

Eudene, OR
06/2018 → Present

Fisher Investments

Camas, WA

Other Businesses

Balm Ventures LLC; No; Camas, WA; Chapstick car holder; Owner; 01/2024; 2 weekly; 0; I am selling custom made ChapStick/Lip Balm holders that you place in your car.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-03-10

S65 Uniform Investment Adviser Law Examination

2020-03-10

Other Names

Vander Heiden Sheridan Chase

View on SEC IAPD