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Trevor Glidden Tracey

Fisher Investments

Plano, TX

Plano, TX

CRD 7051165

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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
TX RA APPROVED 2019-04-08
  • TX RA
    APPROVED
    Since 2019-04-08

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • 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 Plano TX 09/2018 Present
University Of Arizona Tuscon AZ 08/2014 05/2018
Vsc Portfolio Investments Singapore City 05/2018 07/2018
Slate & Bow Tempe AZ 05/2017 07/2018
  • 09/2018 → Present
    Fisher Investments
    Plano, TX
  • 08/2014 → 05/2018
    University Of Arizona
    Tuscon, AZ
  • 05/2018 → 07/2018
    Vsc Portfolio Investments
    Singapore City
  • 05/2017 → 07/2018
    Slate & Bow
    Tempe, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-08
  • S65 Uniform Investment Adviser Law Examination
    2019-04-08
Other Names
  • Trevir Glidden Tracey

View on SEC IAPD

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