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Scott Patrick Vosler

Fisher Investments

Plano, TX

CRD 7243584

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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 2024-05-08
  • TX RA
    APPROVED
    Since 2024-05-08

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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 Plano TX 03/2024 Present
Wells Fargo Bank Irving TX 11/2021 03/2024
Iconma Troy MI 10/2020 11/2021
Vosler & Associates Tampa FL 04/2020 04/2020
Robert Half Little Rock AZ 03/2020 04/2020
American Income Life Tampa FL 07/2019 02/2020
Defenders Inc Indianapolis IN 06/2019 06/2019
Am Design And Cutting Service Sarasota FL 04/2019 05/2019
Colonial Life And Accident Tampa FL 01/2019 03/2019
Jaffe Tilchin Wealth Management Tampa FL 12/2016 11/2018
Eastwyn Theaters Inc Tampa FL 11/2016 12/2016
Bam Bam Pizza Tampa FL 11/2016 12/2016
Unemployed Tampa FL 12/2018 12/2018
Full-Time Student Tampa FL 06/2016 10/2016
Unemployed Tampa FL 05/2020 09/2020
  • 03/2024 → Present
    Plano, TX
  • 11/2021 → 03/2024
    Wells Fargo Bank
    Irving, TX
  • 10/2020 → 11/2021
    Iconma
    Troy, MI
  • 04/2020 → 04/2020
    Vosler & Associates
    Tampa, FL
  • 03/2020 → 04/2020
    Robert Half
    Little Rock, AZ
  • 07/2019 → 02/2020
    American Income Life
    Tampa, FL
  • 06/2019 → 06/2019
    Defenders Inc
    Indianapolis, IN
  • 04/2019 → 05/2019
    Am Design And Cutting Service
    Sarasota, FL
  • 01/2019 → 03/2019
    Colonial Life And Accident
    Tampa, FL
  • 12/2016 → 11/2018
    Jaffe Tilchin Wealth Management
    Tampa, FL
  • 11/2016 → 12/2016
    Eastwyn Theaters Inc
    Tampa, FL
  • 11/2016 → 12/2016
    Bam Bam Pizza
    Tampa, FL
  • 12/2018 → 12/2018
    Unemployed
    Tampa, FL
  • 06/2016 → 10/2016
    Full-Time Student
    Tampa, FL
  • 05/2020 → 09/2020
    Unemployed
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-08
  • S65 Uniform Investment Adviser Law Examination
    2024-05-08

View on SEC IAPD

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