Marc Holzhauer

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 05/2017
  Unemployed
  Buffalo, NY
• 05/2017 → 08/2017
  Giancarlo's Steakhouse
  Amherst, NY
• 05/2020 → 11/2020
  Unemployed
  Buffalo, NY
• 11/2020 → 06/2021
  Massmutual
  Amherst, NY
• 01/2021 → 06/2021
  Mml Investors Services
  Amherst, NY
• 07/2016 → 05/2020
  Rollins College
  Winter Park, FL
• 07/2021 → 09/2021
  Unemployed
  Latham, NY
• 10/2021 → Present
  Valic Financial Advisors, Inc.
  Nashua, NH
• 12/2022 → Present
  Agia
  Houston, TX

Previous Registrations

• 2021-10-05 → 2023-10-19
  Valic Financial Advisors, Inc.
  Latham, NY
  Burlington, MA
  Williamsville, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-25
• S63 Uniform Securities Agent State Law Examination
  2021-03-02

Other Names

• Marc Holzhauer