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Maxwell Edward Graven

Fisher Investments

Birmingham, MI

Plano, TX

CRD 7286523

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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
MI RA APPROVED 2025-12-02
TX RA APPROVED 2022-03-03
  • MI RA
    APPROVED
    Since 2025-12-02
  • TX RA
    APPROVED
    Since 2022-03-03

Branch Locations

Birmingham, MI • United States

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 08/2020 Present
University Of Arizona Tucson AZ 08/2019 05/2020
Valley Chain & Gear San Marcos CA 07/2019 08/2019
Altria San Diego CA 05/2019 06/2019
University Of Arizona Telephone Outreach Tucson AZ 02/2019 05/2019
Kidder Matthews Carlsbad CA 05/2018 07/2018
Unite Carlsbad CA 05/2017 08/2017
University Of Arizona Tucson AZ 08/2016 05/2020
  • 08/2020 → Present
    Fisher Investments
    Plano, TX
  • 08/2019 → 05/2020
    University Of Arizona
    Tucson, AZ
  • 07/2019 → 08/2019
    Valley Chain & Gear
    San Marcos, CA
  • 05/2019 → 06/2019
    Altria
    San Diego, CA
  • 02/2019 → 05/2019
    University Of Arizona Telephone Outreach
    Tucson, AZ
  • 05/2018 → 07/2018
    Kidder Matthews
    Carlsbad, CA
  • 05/2017 → 08/2017
    Unite
    Carlsbad, CA
  • 08/2016 → 05/2020
    University Of Arizona
    Tucson, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-03
  • S65 Uniform Investment Adviser Law Examination
    2022-03-03

View on SEC IAPD

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