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Sarah Margaret Bailey

Fisher Investments

Plano, TX

Camas, WA

CRD 7013488

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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 2023-09-28
WA RA APPROVED 2018-11-07
  • TX RA
    APPROVED_RES
    Since 2023-09-28
  • WA RA
    APPROVED
    Since 2018-11-07

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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 Camas WA 05/2018 Present
Nordstrom Clackamas OR 04/2018 05/2018
California Pizza Kitchen Tualatin OR 12/2017 04/2018
Current Events Lake Oswego OR 06/2017 11/2017
Nordstrom Portland OR 06/2017 10/2017
University Of Oregon Eugene OR 09/2013 06/2017
Nordstrom Portland OR 06/2016 09/2016
  • 05/2018 → Present
    Fisher Investments
    Camas, WA
  • 04/2018 → 05/2018
    Nordstrom
    Clackamas, OR
  • 12/2017 → 04/2018
    California Pizza Kitchen
    Tualatin, OR
  • 06/2017 → 11/2017
    Current Events
    Lake Oswego, OR
  • 06/2017 → 10/2017
    Nordstrom
    Portland, OR
  • 09/2013 → 06/2017
    University Of Oregon
    Eugene, OR
  • 06/2016 → 09/2016
    Nordstrom
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-07
  • S65 Uniform Investment Adviser Law Examination
    2018-11-07
Other Names
  • Sarah Russell
  • Sarah Margaret Russell

View on SEC IAPD

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