Michael Roger

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

• 05/2009 → 01/2021
  Us Army
  Nashville, TN
• 08/2018 → 04/2019
  Monroe County Schools
  Key West, FL
• 01/2018 → 11/2018
  Corecivic
  Hartsville, TN
• 11/2015 → 05/2017
  Nashville Public Schools
  Nashville, TN
• 01/2021 → 03/2023
  Ameriprise Financial Services
  Tampa, FL
• 03/2023 → 12/2024
  Cetera Investment Services Llc
  Saint Cloud, MN
• 03/2023 → 12/2024
  Cetera Investment Advisers Llc
  Tampa, FL
• 12/2024 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2023-03-29 → 2024-12-09
  Cetera Investment Advisers Llc
  Tampa, FL
• 2021-05-28 → 2023-03-15
  Ameriprise Financial Services, Llc
  Tampa, FL

Other Businesses

ADVON Foundation, not investment related, Tampa, FL, Chairman for Board of Directors, to promote veteran workforce development, start date: 10/01/2025, 10 hours weekly, 0 hours during securities trading hours, Marketing activity - direct marketing to senior military leaders with at least 20 years of military service. Social media posts and advertisements. In-person networking events.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-26