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Kail Hastings

Fisher Investments

Tampa, FL

Plano, TX

CRD 7438875

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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_RES 2026-02-19
FL RA APPROVED 2022-01-26
  • TX RA
    APPROVED_RES
    Since 2026-02-19
  • FL RA
    APPROVED
    Since 2022-01-26

Branch Locations

Tampa, FL • 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 Tampa FL 08/2021 Present
Wayfair Llc Boston MA 02/2020 06/2021
Marasco And Nesselbush Llp Providence RI 05/2019 12/2019
Dissability Management Services Springfield MA 06/2018 10/2019
Rhode Island Blood Center Providence RI 06/2017 03/2018
Bryant University Smithfield RI 09/2015 12/2019
  • 08/2021 → Present
    Fisher Investments
    Tampa, FL
  • 02/2020 → 06/2021
    Wayfair Llc
    Boston, MA
  • 05/2019 → 12/2019
    Marasco And Nesselbush Llp
    Providence, RI
  • 06/2018 → 10/2019
    Dissability Management Services
    Springfield, MA
  • 06/2017 → 03/2018
    Rhode Island Blood Center
    Providence, RI
  • 09/2015 → 12/2019
    Bryant University
    Smithfield, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-20
  • S65 Uniform Investment Adviser Law Examination
    2022-01-20

View on SEC IAPD

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