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Emily Lillian Savedes

Fisher Investments

Plano, TX

Tampa, FL

CRD 7358672

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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 2023-09-15
FL RA APPROVED 2021-06-24
  • TX RA
    APPROVED_RES
    Since 2023-09-15
  • FL RA
    APPROVED
    Since 2021-06-24

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Dr. Martin Luther King Boulevard, Tampa, FL 33607 • 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 01/2021 Present
Unemployed Siesta Key FL 04/2020 01/2021
Grand Valley State University Allendale MI 09/2016 04/2020
Franklin Templeton St. Petersburg FL 05/2019 09/2019
The Legacy Center Brighton MI 09/2014 09/2016
  • 01/2021 → Present
    Tampa, FL
  • 04/2020 → 01/2021
    Unemployed
    Siesta Key, FL
  • 09/2016 → 04/2020
    Grand Valley State University
    Allendale, MI
  • 05/2019 → 09/2019
    Franklin Templeton
    St. Petersburg, FL
  • 09/2014 → 09/2016
    The Legacy Center
    Brighton, MI
Other Businesses

NAME OF OTHER BUSINESS:TIK TOK INVESTMENT-RELATED?NO ADDRESS OF OTHER BUSINESS: 21122 ERWIN STREET, WOODLAND HILLS, CA NATURE OF OTHER BUSINESS:SOCIAL MEDIA POSTION OR TITLE:CREATOR START DATE OF YOUR RELATIONSHIP:Apr-20 NUMBER OF HOURS DEVOTED TO BUSINESS:100 NUMBER OF HOURS DEVOTED TO BUSINESS DURING TRADING HOURS:0 DUTIES RELATED TO OTHER BUSINESS:MAKE FUNNY VIDEOS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-18
  • S65 Uniform Investment Adviser Law Examination
    2021-05-18

View on SEC IAPD

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