Sergio Sanchez

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

• 05/2018 → 08/2018
  Tractor Supply Co.
  Decatur, TX
• 05/2019 → 08/2019
  James Wood Chevrolet Gmc Buick Motors
  Decatur, TX
• 12/2019 → 01/2020
  James Wood Chevrolet Gmc Buick Motors
  Decatur, TX
• 06/2020 → 08/2020
  Deerfoot Youth Camp
  Magnolia, TX
• 06/2021 → 08/2021
  Northwestern Mutual
  Dallas, TX
• 06/2022 → 07/2023
  Fidelity Investments
  Westlake, TX
• 07/2012 → 04/2018
  Unemployed
  Decatur, TX
• 09/2018 → 04/2019
  Unemployed
  Decatur, TX
• 09/2019 → 11/2019
  Unemployed
  Decatur, TX
• 02/2020 → 05/2020
  Unemploed
  Decatur, TX
• 09/2020 → 05/2021
  Unemployed
  Decatur, TX
• 09/2021 → 05/2022
  Unemployed
  Decatur, TX
• 09/2024 → Present
  Fisher Investments
  Plano, TX
• 07/2023 → 08/2024
  Fidelity Investments
  Westlake, TX

Previous Registrations

• 2023-09-08 → 2024-08-19
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-09-06
• S63 Uniform Securities Agent State Law Examination
  2023-03-03