Carson Andrew Roye

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

• 06/2016 → 08/2017
  Consensus Orthopedics
  Graham, TX
• 09/2017 → 04/2018
  Arthrex
  Grapevine, TX
• 06/2018 → 01/2021
  Ted Ventures
  Midlothian, TX
• 01/2021 → 04/2021
  Unemployed
  Arlington, TX
• 04/2021 → 05/2025
  Storehouse Financial Llc
  Fort Worth, TX
• 09/2017 → 05/2018
  Unemployed
  Arlington, TX
• 02/2025 → 05/2025
  Cabin Securities Inc
  Overland Park, KS
• 08/2025 → Present
  Fisher Investments
  Plano, TX
• 06/2025 → 08/2025
  Unemployed
  Arlington, TX

Previous Registrations

• 2021-08-21 → 2025-06-03
  Storehouse Financial Llc
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-20