Inactive

Austin Reed Mcleod

Fisher Investments

CRD 7298313

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2021-01-11

TX RA
APPROVED

Since 2021-01-11

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • 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

Organization	City	State	From	To
Fisher Investments	Plano	TX	09/2020	Present
Unemployed	Fort Worth	TX	04/2020	09/2020
Rrig Energy Llc	Fort Worth	TX	02/2018	04/2020
Texas Christian University	Fort Worth	TX	08/2014	05/2018
Joe T Garcia'S	Fort Worth	TX	08/2016	11/2016

09/2020 → Present

Fisher Investments

Plano, TX
04/2020 → 09/2020

Unemployed

Fort Worth, TX
02/2018 → 04/2020

Rrig Energy Llc

Fort Worth, TX
08/2014 → 05/2018

Texas Christian University

Fort Worth, TX
08/2016 → 11/2016

Joe T Garcia'S

Fort Worth, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-11

S65 Uniform Investment Adviser Law Examination

2021-01-11

View on SEC IAPD

More in Plano, TX

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