Joseph C Zeidan

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

• 08/2021 → 06/2023
  Florida Financial Advisors
  Tampa, FL
• 05/2019 → 08/2020
  Jason Albano Lawn Care
  Newton, MA
• 08/2017 → 05/2021
  University Of Tampa
  Tampa, FL
• 04/2018 → 08/2018
  Sampson And Sons
  Newton, MA
• 06/2017 → 08/2017
  Waterstreet Kitchen
  Woods Hole, MA
• 03/2016 → 11/2017
  Newton Squash And Tennis Club
  Newton, MA
• 08/2013 → 05/2017
  Newton North High School
  Newton, MA
• 02/2022 → 06/2023
  Trinity Wealth Securities
  Tampa, FL
• 10/2023 → Present
  Fisher Investments
  Tampa, FL
• 06/2023 → 10/2023
  Unemployed
  Tampa, FL

Previous Registrations

• 2021-09-03 → 2023-06-05
  Florida Financial Advisors, Llc
  Tampa, FL
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-23

Other Names

• Joe Zeidan
• Joseph Charbel Zeidan
• Joseph Zeidan