Milan Grbic

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

• 05/2021 → 10/2024
  Fidelity Investments
  Jacksonville, FL
• 12/2019 → 05/2021
  Keller Williams
  Warner Robins, GA
• 08/2019 → 01/2020
  Cheddars Scratch Kitchen
  Pooler, GA
• 03/2019 → 07/2019
  Unemployed
  Pooler, GA
• 02/2016 → 02/2019
  Hyatt
  Savannah, GA
• 01/2025 → 02/2025
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 02/2025 → 04/2025
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 02/2025 → 04/2025
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 02/2025 → 04/2025
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 04/2025 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2025-02-06 → 2025-03-25
  First Command Advisory Services
  Jacksonville Beach, FL
  Fort Worth, TX
  Jacksonville, FL
• 2023-01-12 → 2024-10-18
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-01-04
• S63 Uniform Securities Agent State Law Examination
  2022-02-01