Golnar Abolghasemi

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

• 03/2020 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
• 02/2017 → 01/2019
  Mag Lifestyle Development
  Dubai
• 08/2016 → 02/2017
  The Heart Of Europe
  Dubai
• 01/2019 → 03/2020
  Unemployed
  Seattle, WA
• 06/2020 → 08/2024
  Bank Of America N.A.
  Seattle, WA
• 08/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2021-01-07 → 2024-08-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Seattle, WA
  San Antonio, TX
  Houston, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-01-05