Samuel Hubbard Hawn

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

• 06/2021 → 08/2024
  Equitable Advisors, Llc
  New York, NY
• 05/2020 → 08/2020
  Sharecare
  Atlanta, GA
• 05/2019 → 08/2019
  Sharecare
  Atlanta, GA
• 05/2018 → 08/2018
  Midtown Consulting Group
  Atlanta, GA
• 08/2017 → 05/2021
  University Of Alabama
  Tuscaloosa, AL
• 08/2013 → 05/2017
  Pace Academy High School
  Atlanta, GA
• 01/2015 → 01/2017
  Litchfield Real Estate
  Pawleys Island, SC
• 10/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2022-08-31 → 2024-08-06
  Equitable Advisors, Llc
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-29
• S63 Uniform Securities Agent State Law Examination
  2021-09-18

Other Names

• Samuel Hawn
• Sam Hawn