Erik Reed Strong

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

• 03/2019 → 03/2026
  Fidelity Brokerage Services, Llc
  American Fork, UT
• 03/2018 → 03/2019
  Western Govenors University
  Salt Lake City, UT
• 10/2017 → 03/2018
  The Church Of Jesus Christ Of Latter-Day Saints
  Lehi, UT
• 09/2017 → 10/2017
  Amc Theatres
  West Jordan, UT
• 08/2017 → 09/2017
  Cook Insurance Agency
  Pleasant Grove, UT
• 11/2015 → 08/2017
  Utah Transit Authority
  Salt Lake City, UT
• 03/2026 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-15
• S63 Uniform Securities Agent State Law Examination
  2019-06-07

Other Names

• Erik Reed Strong
• Erik Strong