Edward Troy Rossman

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 → 01/2022
  Pruco Securities Llc
  Tampa, FL
• 01/2014 → 08/2017
  The Cage Performance
  Phoenixville, PA
• 08/2017 → 01/2019
  Susquehanna University
  Selinsgrove, PA
• 05/2018 → 08/2018
  Weed Man
  West Chester, PA
• 11/2018 → 01/2019
  Lucky Brand Jeans
  King Of Prussia, PA
• 01/2019 → 12/2019
  Kings College
  Wilkes Barre, PA
• 05/2019 → 06/2019
  Weed Man
  West Chester, PA
• 06/2019 → 08/2019
  Riverside Landscaping
  Phoenixville, PA
• 05/2020 → 08/2020
  Riverside Landscaping
  Phoenixville, PA
• 12/2019 → 05/2021
  Susquehanna University
  Selinsgrove, PA
• 01/2021 → 02/2021
  Ilmed Group
  Phoenixville, PA
• 01/2011 → 06/2017
  Student
  Phoenixville, PA
• 09/2021 → 01/2022
  The Prudential Insurance Company Of America
  Tampa, FL
• 02/2022 → 04/2024
  Charles Schwab & Co., Inc.
  Saints Petersburg, FL
• 02/2022 → 04/2024
  Charles Schwab Bank, Ssb
  Saint Petersburg, FL
• 04/2024 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2022-06-08 → 2024-04-19
  Charles Schwab & Co., Inc.
  Westlake, TX
  Temple Terrace, FL
  Temple Terrace, FL
  Saint Petersburg, FL
• 2021-11-23 → 2022-01-31
  Pruco Securities, Llc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-11-17

Other Names

• Edward T Rossman