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Seth Martin

Fisher Investments

Tampa, FL

Plano, TX

CRD 7365316

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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
FL RA APPROVED 2024-03-11
TX RA APPROVED 2024-03-07
  • FL RA
    APPROVED
    Since 2024-03-11
  • TX RA
    APPROVED
    Since 2024-03-07

Branch Locations

3109 W Dr. Martin Luther King Blvd 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 11/2021 Present
State Farm Longwood FL 06/2021 09/2021
Xavier University Cincinnati OH 08/2017 08/2021
Unemployed Maitland FL 07/2012 07/2021
  • 11/2021 → Present
    Fisher Investments
    Tampa, FL
  • 06/2021 → 09/2021
    State Farm
    Longwood, FL
  • 08/2017 → 08/2021
    Xavier University
    Cincinnati, OH
  • 07/2012 → 07/2021
    Unemployed
    Maitland, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-07
  • S65 Uniform Investment Adviser Law Examination
    2024-03-07

View on SEC IAPD

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