Thomas Michalakis Parides

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

• 09/2018 → 02/2020
  Td Ameritrade
  Southlake, TX
• 05/2018 → 09/2018
  Unemployed
  Richardson, TX
• 02/2018 → 05/2018
  Intalytics
  Las Colinas, TX
• 01/2017 → 01/2018
  Lifesmart Therapy Institute
  Dallas, TX
• 01/2017 → 01/2018
  Intalytics
  Las Colinas, TX
• 08/2014 → 05/2018
  Midwestern State University
  Wichita Falls, TX
• 03/2020 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-12
• S63 Uniform Securities Agent State Law Examination
  2018-10-31