Tyler St. Amand

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

• 08/2020 → 01/2023
  Florida Financial Advisors
  Tampa, FL
• 03/2020 → 08/2020
  Unemployed
  Tampa, FL
• 10/2019 → 03/2020
  One Team Financial
  Tampa, FL
• 08/2018 → 03/2020
  University Of Tampa
  Tampa, FL
• 06/2019 → 08/2019
  Sysco
  Palmetto, FL
• 07/2015 → 07/2018
  Nomads Adventure Quest
  South Windsor, CT
• 08/2020 → 01/2023
  Trinity Wealth Securities L.L.C
  Tampa, FL
• 01/2023 → 05/2024
  Morgan Stanley
  Temple Terrace, FL
• 05/2024 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2023-02-13 → 2024-05-16
  Morgan Stanley
  Tampa, FL
• 2020-08-17 → 2023-01-17
  Florida Financial Advisors, Llc
  Tampa, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-03-02
• S65 Uniform Investment Adviser Law Examination
  2020-08-05

Other Names

• Tyler St Amand
• Tyler Benjamin St Amand