Austin Scott Wells

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

• 10/2018 → 02/2019
  Metroplex Management
  Irving, TX
• 05/2017 → 08/2018
  Freelance
  Terrell, TX
• 08/2016 → 05/2020
  Full Time Education
  Sherman, TX
• 08/2015 → 04/2017
  Unemployed
  Terrell, TX
• 03/2020 → 07/2020
  Mi Cocina
  Rockwall, TX
• 03/2019 → 02/2020
  Unemployed
  Rockwall, TX
• 11/2020 → 05/2022
  Fidelity Investments
  Westlake, TX
• 08/2020 → 11/2020
  Unemployed
  Terrell, TX
• 05/2022 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-02

Other Names

• Austin Scott Wells
• Austin Wells