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Michael Mellor

Fisher Investments

Plano, TX

Plano, TX

CRD 7437358

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-08
  • TX RA
    APPROVED
    Since 2021-12-08

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Fisher Investments Plano TX 08/2021 Present
Tom Ferry Dallas TX 03/2021 07/2021
Dyn Consulting Dallas TX 10/2020 01/2021
Miyagi Bar And Sushi Sacramento CA 09/2019 10/2020
Sacramento State Athletics Sacramento CA 06/2019 06/2020
Edge Studios Sacramento CA 01/2019 09/2019
Rio Del Oro Raquet Club Sacramento CA 09/2018 06/2019
The Virgin Sturgeon Sacramento CA 05/2017 08/2017
California State University, Sacramento Sacramento CA 08/2016 12/2020
  • 08/2021 → Present
    Fisher Investments
    Plano, TX
  • 03/2021 → 07/2021
    Tom Ferry
    Dallas, TX
  • 10/2020 → 01/2021
    Dyn Consulting
    Dallas, TX
  • 09/2019 → 10/2020
    Miyagi Bar And Sushi
    Sacramento, CA
  • 06/2019 → 06/2020
    Sacramento State Athletics
    Sacramento, CA
  • 01/2019 → 09/2019
    Edge Studios
    Sacramento, CA
  • 09/2018 → 06/2019
    Rio Del Oro Raquet Club
    Sacramento, CA
  • 05/2017 → 08/2017
    The Virgin Sturgeon
    Sacramento, CA
  • 08/2016 → 12/2020
    California State University, Sacramento
    Sacramento, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-07
  • S65 Uniform Investment Adviser Law Examination
    2021-12-07

View on SEC IAPD

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