Ray Montalvo

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

• 04/2020 → 08/2023
  Morgan Stanley
  Temple Terrace, FL
• 02/2018 → 11/2019
  Tesla
  Sarasota, FL
• 03/2017 → 12/2017
  Papa Johns
  Tampa, FL
• 06/2015 → 12/2019
  University Of South Florida
  Tampa, FL
• 02/2020 → 04/2020
  Mckinsey & Company
  St Petersburg, FL
• 12/2020 → 08/2023
  Morgan Stanley Private Bank, N.A
  New York, NY
• 11/2023 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2020-08-31 → 2023-09-13
  Morgan Stanley
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-08-28