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Natalia Irena Murphy

Fisher Investments

Plano, TX

Camas, WA

CRD 7236481

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-11
WA RA APPROVED 2020-08-07
  • TX RA
    APPROVED
    Since 2024-04-11
  • WA RA
    APPROVED
    Since 2020-08-07

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
OrganizationCityStateFromTo
Fisher Investments Camas WA 06/2016 08/2017
Fisher Investments Camas WA 08/2017 08/2018
Fisher Investments Camas WA 08/2018 Present
Other Businesses

the name of the other business; Tabor View Partners LLC, Innovation LLC, Innovation II LLC, Innovation III LLC, Benjamin Murphy LLC whether the business is investment-related; NO the address of the other business; Portland, OR the nature of the other business; Rental Properties your position; Owner the start date of your relationship; 03/01/21 the approximate number of hours/month you devote to the other business; one to five the number of hours you devote to the other business during securities trading hours; zero and briefly describe your duties relating to the other business; rental properties owned with spouse, communicate with property managers, approve/deny financial requests ------ Name of Organization/Company: Wonderwall Designs LLC Is the business investment related? No What is the address of the business? 14631 NW Ash St Portland OR 97231 Nature of the Business: Freelance design consultation for events Position/Title: Co-Founder When did you start working for this business? 08/02/21 Description of Duties: Freelance consultation for weddings + events from design perspective Does your role or position in this activity involve giving financial advice, or directing investments in stocks, bonds, mutual funds or other securities? No Will you be compensated? Yes Do you have a financial interest in the organization/company? If yes, please explain.: No Approximate # of hours/month you devote to this outside activity during non-business hours: 1 - 5

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-07
  • S65 Uniform Investment Adviser Law Examination
    2020-08-07
Other Names
  • Natalia Irena Halska

View on SEC IAPD

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