Anthony Robert Metz

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

Authority	Category	Status	Date
NC	RA	APPROVED	2024-09-30
TX	RA	APPROVED	2018-11-01

NC RA
APPROVED

Since 2024-09-30
TX RA
APPROVED

Since 2018-11-01

Branch Locations

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

Charlotte, NC • 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

Organization	City	State	From	To
Fisher Investments	Plano	TX	07/2018	Present
Unemployed	Tuscaloosa	AL	08/2017	07/2018
Fisher Investments	Camas	WA	07/2017	08/2017
Unemployed	Tuscaloosa	AL	08/2016	07/2017

07/2018 → Present

Fisher Investments

Plano, TX
08/2017 → 07/2018

Unemployed

Tuscaloosa, AL
07/2017 → 08/2017

Fisher Investments

Camas, WA
08/2016 → 07/2017

Unemployed

Tuscaloosa, AL

Other Businesses

Name: Spinuzza Family Foundation Not investment related Address: Downers Grove, IL Nature of business: Foundation for research on pancreatic cancer Position/Title: Board of Directors/Treasurer Start date: 01/01/26 Hours per month: 2 Hours during securities trading hours: 0 Duties: Help consult on running the foundation

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-11-01

S65 Uniform Investment Adviser Law Examination

2018-11-01

View on SEC IAPD