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Zachary Cascio

Fisher Investments

Plano, TX

Tampa, FL

CRD 7247133

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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
FL RA APPROVED 2024-01-26
TX RA APPROVED 2024-01-24
  • FL RA
    APPROVED
    Since 2024-01-26
  • TX RA
    APPROVED
    Since 2024-01-24

Branch Locations

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

3109 W Dr. Martin Luther King 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 09/2023 Present
Dolphin Title Of The Palm Beaches Boynton Beach FL 05/2021 08/2022
Joseph A. Bank Tallahassee FL 05/2023 08/2023
Northwestern Mutual Palm Beach Gardens FL 05/2020 08/2020
The Melting Pot Palm Beach Gardens FL 05/2022 08/2022
Florida State University Tallahassee FL 08/2018 08/2023
Suncoast Community High School Riviera Beach FL 08/2014 05/2018
  • 09/2023 → Present
    Fisher Investments
    Tampa, FL
  • 05/2021 → 08/2022
    Dolphin Title Of The Palm Beaches
    Boynton Beach, FL
  • 05/2023 → 08/2023
    Joseph A. Bank
    Tallahassee, FL
  • 05/2020 → 08/2020
    Northwestern Mutual
    Palm Beach Gardens, FL
  • 05/2022 → 08/2022
    The Melting Pot
    Palm Beach Gardens, FL
  • 08/2018 → 08/2023
    Florida State University
    Tallahassee, FL
  • 08/2014 → 05/2018
    Suncoast Community High School
    Riviera Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-24
  • S65 Uniform Investment Adviser Law Examination
    2024-01-24
Other Names
  • Zach Cascio

View on SEC IAPD

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