Trevor Andrew George

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

• 06/2023 → Present
  Fisher Investments
  Tampa, FL
• 01/2023 → 10/2023
  Fabiano Castro & Clem, Llp
  Irvine, CA
• 01/2023 → 04/2023
  Arisa Logistics Llc
  San Diego, CA
• 05/2022 → 01/2023
  Unemployed
  San Diego, CA
• 08/2018 → 05/2022
  University Of Colorado At Boulder
  Boulder, CO
• 08/2014 → 06/2018
  Poway High School
  Poway, CA
• 02/2018 → 08/2018
  Doordash Inc.
  San Diego, CA
• 05/2021 → 07/2021
  Northwestern Mutual
  Boulder, CO
• 02/2020 → 01/2021
  Nordstrom Inc.
  Boulder, CO
• 06/2021 → 01/2022
  Ameritech Construction
  Boulder, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-12