Zachary James Costa

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 → 07/2024
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2020 → 01/2021
  Parking Management Company
  Knoxville, TN
• 09/2020 → 09/2020
  Us Census
  Knoxville, TN
• 06/2020 → 08/2020
  Trinity Property Consultants
  Knoxville, TN
• 04/2020 → 05/2020
  Walmart
  Knoxville, TN
• 08/2019 → 06/2020
  Towne Park
  Knoxville, TN
• 03/2019 → 09/2019
  Papa Johns
  Knoxville, TN
• 06/2019 → 07/2019
  Apple Bees
  Knoxville, TN
• 08/2018 → 02/2019
  The Tennessean
  Knoxville, TN
• 05/2018 → 08/2018
  Urbanex
  Nashville, TN
• 01/2018 → 05/2018
  Pizza Hut
  Knoxville, TN
• 10/2016 → 05/2018
  Marriott
  Kingsport, TN
• 09/2017 → 11/2017
  Kroger
  Knoxville, TN
• 10/2020 → 05/2021
  Self-Employed
  Knoxville, TN
• 08/2017 → 05/2021
  University Of Tennessee
  Knoxville, TN
• 08/2013 → 05/2017
  Dobyns Bennett High School
  Kingsport, TN
• 08/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2023-08-24 → 2024-08-08
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

Rental Yes - Real Estate 3520 Sargeant drive Charlotte, NC 28217 Rental Landlord 07/2024 1 hour a month approx. 0 hours in business hours Rent to tenants, show property, list for rent on zillow/ apartments.com/ etc.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-21
• S63 Uniform Securities Agent State Law Examination
  2021-09-07

Other Names

• Zach James Costa
• Zachary Costa