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Vincent Donald Thela

Fisher Investments

Tampa, FL

Plano, TX

CRD 7305372

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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
TX RA APPROVED_RES 2026-04-29
FL RA APPROVED 2021-01-26
  • TX RA
    APPROVED_RES
    Since 2026-04-29
  • FL RA
    APPROVED
    Since 2021-01-26

Branch Locations

3109 W Martin Luther King Jr Suite 600, Tampa, FL 33607 • 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 Tampa FL 10/2020 Present
Tech Data Clearwater FL 06/2016 10/2020
Connectivity Media Strategy Tampa FL 12/2018 05/2019
Unemployed Tampa FL 03/2017 12/2018
Carefull Products Tampa FL 09/2016 03/2017
Orange Bowl Miami FL 12/2017 12/2017
Unemployed Tampa FL 09/2015 09/2016
  • 10/2020 → Present
    Fisher Investments
    Tampa, FL
  • 06/2016 → 10/2020
    Tech Data
    Clearwater, FL
  • 12/2018 → 05/2019
    Connectivity Media Strategy
    Tampa, FL
  • 03/2017 → 12/2018
    Unemployed
    Tampa, FL
  • 09/2016 → 03/2017
    Carefull Products
    Tampa, FL
  • 12/2017 → 12/2017
    Orange Bowl
    Miami, FL
  • 09/2015 → 09/2016
    Unemployed
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-19
  • S65 Uniform Investment Adviser Law Examination
    2021-01-19

View on SEC IAPD

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