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Eleazar Avalos

Fisher\Smb

Carrollton, TX

CRD 7413080

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Employer firm

Fisher\Smb CRD 331205

$6.85B regulatory AUM 70 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher\Smb

4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-12
  • TX RA
    APPROVED
    Since 2025-05-12

Branch Locations

4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 03/2008 02/2025
Fisher Retirement Solutions Llc Plano TX 02/2025 Present
  • 03/2008 → 02/2025
    Fidelity Investments
    Westlake, TX
  • 02/2025 → Present
    Fisher Retirement Solutions Llc
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-10
S63 Uniform Securities Agent State Law Examination 2021-10-09
  • S65 Uniform Investment Adviser Law Examination
    2025-05-10
  • S63 Uniform Securities Agent State Law Examination
    2021-10-09

View on SEC IAPD

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