Adam K Seals

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

• 05/2019 → 04/2022
  Goldman Sachs Personal Financial Management
  Irving, TX
• 06/2017 → 07/2018
  Fidelity Investments
  Westlake, TX
• 01/2017 → 06/2017
  Best Buy
  Farmers Branch, TX
• 08/2016 → 04/2017
  Austin Community College
  Austin, TX
• 09/2015 → 01/2017
  Unemployed
  Memphis, TN
• 04/2024 → Present
  Fisher Investments
  Plano, TX
• 07/2018 → 05/2019
  United Capital Financial Advisers
  Irving, TX
• 04/2022 → 04/2024
  Hedgeserv
  Dallas, TX

Previous Registrations

• 2022-01-01 → 2022-05-13
  United Capital Financial Advisors
  Irving, TX

Other Businesses

Owner of Cre8tive Visionary (ASD Studios, LLC), a photography and filmography organization. Organization is not primarily engaged in investment-related activity. Organization operates out of Irving, Texas. Start date was December 31, 2020. Less than sixteen hours per month. Duties include managing the affairs of the organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-29
• S63 Uniform Securities Agent State Law Examination
  2021-09-04

Other Names

• Adam Kirk Seals