Scott Eppelman

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

• 07/2021 → 10/2023
  Edward Jones
  St Louis, MO
• 01/1995 → 07/2021
  Signal Administration Inc
  Wilton, CT
• 11/2023 → Present
  Fisher Investments
  Plano, TX
• 10/2023 → 11/2023
  Happy Hippie Brewing Co.
  Richardson, TX

Previous Registrations

• 2021-09-14 → 2023-10-03
  Edward Jones
  Coppell, TX
  St Louis, MO
  Coppell, TX

Other Businesses

the name of the other business; Oak Highlands Brewery whether the business is investment-related; No the address of the other business; 500 Lockwood Drive Richardson, TX 75080 the nature of the other business; Service industry your position; Beertender title, or relationship with the other business; Employee, beertender the start date of your relationship; 05/31/2025 the approximate number of hours/month you devote to the other business; 10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Serving and interacting with guests. Operations of point-of-sale system. General Cleaning of bar area and building interior.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-11