Michael Stevenson

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 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Smithtown, NY
• 06/2021 → 07/2021
  Salomon Whitney Financial
  Melville, NY
• 11/2019 → 05/2021
  Pnc Bank
  Philadelphia, PA
• 08/2019 → 11/2019
  La Fitness
  Philadelphia, PA
• 01/2014 → 08/2019
  Gold's Gym
  Smithtown, NY
• 08/2017 → 05/2019
  Saint Joseph's University
  Philadelphia, PA
• 06/2025 → Present
  Fisher Investments
  Tamp, FL

Previous Registrations

• 2022-06-06 → 2025-05-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Smithtown, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-05-31