David John Teskey

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

• 07/2018 → Present
  Fisher Investments
  Tampa, FL
• 11/2017 → 06/2018
  Lumovate Llc.
  Portland, OR
• 12/2017 → 04/2018
  24 Hour Fitness
  Tacoma, WA
• 09/2016 → 10/2016
  Staff-Pro
  Tacoma, WA
• 09/2014 → 05/2018
  University Of Puget Sound
  Tacoma, WA

Other Businesses

the name of the other business; Zeppelin Properties, LLC whether the business is investment-related; No the address of the other business; 3214 W Tacon St. Tampa, FL 33629 the nature of the other business; Rental your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 12/08/2025 the approximate number of hours/month you devote to the other business; 1 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I opened an LLC to run rental properties through that I intend to acquire in the future. I purchased a rental property in Portland, OR that I'll be working to put in the name of the LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-08

Other Names

• Dave John Teskey