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Alberto Daniel Ferro

Fisher Investments

Plano, TX

Tampa, FL

CRD 7249107

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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 2026-06-26
TX RA APPROVED 2026-06-16
  • FL RA
    APPROVED
    Since 2026-06-26
  • TX RA
    APPROVED
    Since 2026-06-16

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 05/2026 Present
Code Waechter Llc Tampa FL 09/2023 05/2026
Fisher Investments Tampa FL 07/2022 09/2023
University Of South Florida Tampa FL 08/2018 12/2021
Calvary Christian Academy Tampa FL 08/2014 05/2018
Blackwake Investment Group Tampa FL 08/2019 07/2022
  • 05/2026 → Present
    Fisher Investments
    Tampa, FL
  • 09/2023 → 05/2026
    Code Waechter Llc
    Tampa, FL
  • 07/2022 → 09/2023
    Fisher Investments
    Tampa, FL
  • 08/2018 → 12/2021
    University Of South Florida
    Tampa, FL
  • 08/2014 → 05/2018
    Calvary Christian Academy
    Tampa, FL
  • 08/2019 → 07/2022
    Blackwake Investment Group
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-16
  • S65 Uniform Investment Adviser Law Examination
    2026-06-16

View on SEC IAPD

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