Zachary Patrick Grattan

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

• 08/2013 → 12/2017
  College
  Geneva, NY
• 01/2018 → 04/2018
  Barton Associates
  Keene, NH
• 05/2018 → 11/2018
  Southern New Hampshire Univ
  Manchester, NH
• 12/2018 → 08/2019
  Watts Capital Partners Llc
  New York, NY
• 11/2019 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2019-03-15 → 2019-08-28
  Watts Capital Partners Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-01