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Nicholas Edward Aleva

Fisher Investments

Plano, TX

Huntsville, AL

CRD 7052319

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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
AL RA APPROVED 2024-01-03
TX RA APPROVED 2020-10-12
  • AL RA
    APPROVED
    Since 2024-01-03
  • TX RA
    APPROVED
    Since 2020-10-12

Branch Locations

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

Huntsville, AL • 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
Avalanche Pizza Athens OH 06/2016 08/2018
Quicken Loans Detroit MI 05/2017 08/2017
Fisher Investments Woodside CA 09/2018 Present
Ohio University Athens OH 06/2016 03/2018
  • 06/2016 → 08/2018
    Avalanche Pizza
    Athens, OH
  • 05/2017 → 08/2017
    Quicken Loans
    Detroit, MI
  • 09/2018 → Present
    Fisher Investments
    Woodside, CA
  • 06/2016 → 03/2018
    Ohio University
    Athens, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-07
  • S65 Uniform Investment Adviser Law Examination
    2019-03-07

View on SEC IAPD

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