Best Investors Account Sign in
Inactive

Bryan Chiu

Fisher Investments

Plano, TX

Tampa, FL

CRD 7274682

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 2026-03-20
TX RA APPROVED_RES 2026-03-16
  • FL RA
    APPROVED
    Since 2026-03-20
  • TX RA
    APPROVED_RES
    Since 2026-03-16

Branch Locations

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

3405 W Martin L King Jr. Blvd Suite 300, 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
New York Life Insurance Company Tampa FL 10/2021 09/2022
Charles Schwab Austin TX 06/2021 08/2021
University Of Central Florida Orlando FL 08/2016 06/2021
Nylife Securities Llc Tampa NY 01/2022 09/2022
Ubs Financial Services Inc. Weehawken NJ 10/2022 10/2025
Fisher Investments Tampa FL 03/2026 Present
Unemployeed Tampa FL 10/2025 03/2026
  • 10/2021 → 09/2022
    New York Life Insurance Company
    Tampa, FL
  • 06/2021 → 08/2021
    Charles Schwab
    Austin, TX
  • 08/2016 → 06/2021
    University Of Central Florida
    Orlando, FL
  • 01/2022 → 09/2022
    Nylife Securities Llc
    Tampa, NY
  • 10/2022 → 10/2025
    Ubs Financial Services Inc.
    Weehawken, NJ
  • 03/2026 → Present
    Fisher Investments
    Tampa, FL
  • 10/2025 → 03/2026
    Unemployeed
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-27
  • S66 Uniform Combined State Law Examination
    2023-01-27

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