Best Investors Account Sign in
Inactive

George Conzelman

Fisher Investments

Plano, TX

Tampa, FL

CRD 7239134

Claim This Profile
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
FL RA APPROVED 2024-03-23
TX RA APPROVED 2024-03-18
  • FL RA
    APPROVED
    Since 2024-03-23
  • TX RA
    APPROVED
    Since 2024-03-18

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • 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 Tampa FL 11/2023 Present
Hei Hotels Tampa FL 02/2019 10/2023
University Of Tampa Tampa FL 08/2017 05/2021
Boyne Resorts, Sugarloaf Mountain Carrabassett Valley ME 02/2014 04/2017
Duval Landscape And Maintenace St. Petersburg FL 05/2020 08/2020
Cheverus High School Portland ME 09/2014 06/2017
  • 11/2023 → Present
    Fisher Investments
    Tampa, FL
  • 02/2019 → 10/2023
    Hei Hotels
    Tampa, FL
  • 08/2017 → 05/2021
    University Of Tampa
    Tampa, FL
  • 02/2014 → 04/2017
    Boyne Resorts, Sugarloaf Mountain
    Carrabassett Valley, ME
  • 05/2020 → 08/2020
    Duval Landscape And Maintenace
    St. Petersburg, FL
  • 09/2014 → 06/2017
    Cheverus High School
    Portland, ME
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-18
  • S65 Uniform Investment Adviser Law Examination
    2024-03-18

View on SEC IAPD

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor