Steven Beimler

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

• 01/2017 → 01/2020
  United Bank
  South Windsor, CT
• 10/2017 → 11/2018
  Ticket Network Inc
  South Windsor, CT
• 02/2011 → 01/2017
  Whole Food Market
  Glastonbury, CT
• 02/2019 → 01/2020
  Infinex Investments - Finra Fingerprint
  Meriden, CT
• 01/2020 → 07/2021
  Citizens Securities Inc.
  Middletown, CT
• 01/2020 → 07/2021
  Citizens Bank
  Middletown, CT
• 08/2021 → 12/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington, CT
• 08/2021 → 12/2024
  Bank Of America N.A.
  Farmington, CT
• 03/2021 → 08/2021
  Marshalls
  West Hartford, CT
• 01/2021 → 04/2021
  Door Dash Inc
  West Hartford, CT
• 01/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2021-11-08 → 2024-12-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Farmington, CT
  Vernon, CT
  New Haven, CT
  Farmington, CT
  Farmington, CT

Exams

• S66 Uniform Combined State Law Examination
  2021-11-05
• S63 Uniform Securities Agent State Law Examination
  2020-02-10