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Brianna Rose Goettel

Fisher Investments

Plano, TX

Tampa, FL

CRD 7379112

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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 2023-09-01
FL RA APPROVED 2021-08-11
  • TX RA
    APPROVED_RES
    Since 2023-09-01
  • FL RA
    APPROVED
    Since 2021-08-11

Branch Locations

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

3109 W Martin Luther Kind Boulevard Suite 600, 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 03/2021 Present
Seal Swim School Tampa FL 05/2020 03/2021
Bonefish Grill Tampa FL 06/2019 09/2020
Bonefish Grill Fayetteville NY 09/2018 06/2019
Panera Bread Syracuse NY 08/2013 09/2019
Le Moyne College Syracuse NY 08/2015 12/2018
  • 03/2021 → Present
    Fisher Investments
    Tampa, FL
  • 05/2020 → 03/2021
    Seal Swim School
    Tampa, FL
  • 06/2019 → 09/2020
    Bonefish Grill
    Tampa, FL
  • 09/2018 → 06/2019
    Bonefish Grill
    Fayetteville, NY
  • 08/2013 → 09/2019
    Panera Bread
    Syracuse, NY
  • 08/2015 → 12/2018
    Le Moyne College
    Syracuse, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-20
  • S65 Uniform Investment Adviser Law Examination
    2021-07-20
Other Names
  • Bri Goettel

View on SEC IAPD

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