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Alicia Renee Dion

Fisher Investments

Tampa, FL

Plano, TX

CRD 7015544

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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
FL RA APPROVED 2026-01-08
TX RA APPROVED_RES 2026-01-02
CA RA APPROVED 2022-08-01
WA RA APPROVED 2021-06-01
  • FL RA
    APPROVED
    Since 2026-01-08
  • TX RA
    APPROVED_RES
    Since 2026-01-02
  • CA RA
    APPROVED
    Since 2022-08-01
  • WA RA
    APPROVED
    Since 2021-06-01

Branch Locations

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • 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
Shub & Company Llc Bloomfield Hills MI 01/2017 01/2020
Octo Capital, Llc Bloomfield Hills MI 01/2017 01/2020
Unemployed Waterford MI 12/2016 01/2017
Extended Travel Sydney 07/2015 11/2016
Fisher Investments Camas WA 05/2021 Present
Friend Of Finance, Llc Waterford MI 01/2019 05/2021
  • 01/2017 → 01/2020
    Shub & Company Llc
    Bloomfield Hills, MI
  • 01/2017 → 01/2020
    Octo Capital, Llc
    Bloomfield Hills, MI
  • 12/2016 → 01/2017
    Unemployed
    Waterford, MI
  • 07/2015 → 11/2016
    Extended Travel
    Sydney
  • 05/2021 → Present
    Fisher Investments
    Camas, WA
  • 01/2019 → 05/2021
    Friend Of Finance, Llc
    Waterford, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-01
  • S65 Uniform Investment Adviser Law Examination
    2018-10-01

View on SEC IAPD

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PETER CASEY GAYLE
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MICHAEL MOFFA

Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

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