Richard Levern Douglas

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

• 06/2022 → 10/2023
  Northern Trust Company
  Chicago, IL
• 08/2018 → 05/2019
  Goldman Sachs & Co
  Chicago, IL
• 08/2019 → 06/2022
  Chicago Public Schools (Roberto Clemente Community Academy)
  Chicago, IL
• 03/1998 → 08/2018
  Northern Trust Company
  Chicago, IL
• 04/2024 → Present
  Fisher Investments
  Dallas, TX
• 11/2023 → 04/2024
  Chozen Fitness & Wellness
  Dallas, TX

Other Businesses

Chozen Fitness & Wellness LLC Non-investment related 3700 MCKINNEY AVE APT 2006, Dallas, TX 75204 Fitness and Wellness business Provide online personal training and nutrition coaching Position is Manager Title: CEO and Owner Start Date: 11/6/2023 20 Hours a month devotion outside of work hours 0 hours of devotion during work/trading hours Duties: Create customized fitness and nutrition programs for individuals via "online" thru a fitness application.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-01