Steven Lee Mosier

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

• 10/2018 → Present
  Fisher Investments
  Camas, WA
• 06/2018 → 10/2018
  Easy Power Llc
  Tualatin, OR
• 08/2007 → 06/2018
  Kellogg Snacks
  Portland, OR

Other Businesses

?Name of the other business: SMILE WITH STEVEN ETSY ?Investment-related? NO ?Address of the other business:SMILEWITHSTEVEN.COM ?Nature of the other business: HANDCRAFT ITEMS ?Position, title, or relationship with the other business: CREATER/OWNER ?Start date of your relationship: 08/28/20 ?Approximate number of hours/month you devote to the other business: SIX TO TEN ?Number of hours you devote to the other business during securities trading hours: ZERO ?Duties relating to the other business:MAKING MASKS AND OTHER ITEMS FOR SALE ON ETSY the name of the other business; CBS/Paramount whether the business is investment-related; No the address of the other business; 1515 Broadway, New York, NY the nature of the other business; TV Production your position; Talent the start date of your relationship; 11/25/22 the approximate number of hours/month you devote to the other business; >40 the number of hours you devote to the other business during securities trading hours; >40 and briefly describe your duties relating to the other business; on air talent for a reality competition show

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-04