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John Robert Moscone

Fisher Investments

Tampa, FL

Plano, TX

CRD 7048167

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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 2025-07-22
TX RA APPROVED 2025-07-17
  • FL RA
    APPROVED
    Since 2025-07-22
  • TX RA
    APPROVED
    Since 2025-07-17

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
Fisher Investments Tampa FL 06/2025 Present
Gresham Technologies St. Petersburg FL 10/2023 05/2025
Raymond James Financial St. Petersburg FL 06/2019 10/2023
K-Force St. Petersburg FL 12/2018 06/2019
Unemployed Bradenton FL 06/2018 12/2018
University Of Florida Gainesville FL 08/2014 05/2018
  • 06/2025 → Present
    Fisher Investments
    Tampa, FL
  • 10/2023 → 05/2025
    Gresham Technologies
    St. Petersburg, FL
  • 06/2019 → 10/2023
    Raymond James Financial
    St. Petersburg, FL
  • 12/2018 → 06/2019
    K-Force
    St. Petersburg, FL
  • 06/2018 → 12/2018
    Unemployed
    Bradenton, FL
  • 08/2014 → 05/2018
    University Of Florida
    Gainesville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-17
  • S65 Uniform Investment Adviser Law Examination
    2025-07-17

View on SEC IAPD

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