Elizabeth Jeanne Reilly

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

• 01/2020 → 11/2020
  Beef O Bradys
  Spring Hill, FL
• 02/2020 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/2018 → 12/2019
  Floridafin
  Palm Harbor, FL
• 03/2018 → 09/2018
  Freight Center
  Palm Harbor, FL
• 12/2017 → 03/2018
  Fords Garage
  Clearwater, FL
• 08/2017 → 12/2017
  Tz Insurance
  Tampa, FL
• 01/2014 → 08/2017
  Georgia State University
  Atlanta, GA
• 02/2020 → 05/2021
  Equitable Advisors, Llc
  New York, NY
• 05/2021 → Present
  Fisher Investments
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-25
• S63 Uniform Securities Agent State Law Examination
  2021-03-11

Other Names

• Elizabeth Jeanne Reilly
• Elizabeth Reilly
• Elizabeth Hagen