Margen Kola

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

• 10/2022 → 11/2024
  J.P. Morgan Securities Llc
  Brooklyn, NY
• 10/2022 → 11/2024
  Jpmorgan Chase Bank, N.A.
  Brooklyn, NY
• 11/2021 → 08/2022
  Citibank
  New York City, NY
• 08/2017 → 09/2019
  Estiatorio Milos
  New York City, NY
• 07/2016 → 09/2016
  Rebeka Fresh Pasta Restaurant
  East Lyme, CT
• 08/2022 → Present
  Dimaggio Realty Management Llc
  Fairfield, NJ
• 10/2016 → 07/2017
  Unemployed
  Brooklyn, NY
• 10/2019 → 02/2021
  Unemployed
  Brooklyn, NY
• 03/2021 → 06/2021
  New York Life Llc
  New York City, NY
• 07/2021 → 08/2021
  Unemployed
  Brooklyn, NY
• 12/2024 → 03/2025
  Morgan Stanley
  Tampa, FL
• 03/2025 → Present
  Fisher Investments
  Tampa, FL

Other Businesses

the name of the other business; DiMaggio Realty Management LLC whether the business is investment-related ; No the address of the other business; 70 Dahill Rd, Brooklyn, NY 11218 the nature of the other business; Trades your position; handyman title, or relationship with the other business; handyman the start date of your relationship; 08/01/2022 the approximate number of hours/month you devote to the other business; 40 the number of hours you devote to the other business during securities trading hours; N/A and briefly describe your duties relating to the other business; training new handyman that will replace me. I used to maintain the building I used to live in. ever since moving to Tampa, I haven't worked physically there. I do not hold any licenses or actively work in any capacity in giving advice to any clients. I just used to maintain the building.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-09
• S63 Uniform Securities Agent State Law Examination
  2023-01-06

Other Names

• Margen Kola