Sarah Crystal

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

• 11/2020 → 03/2022
  Ameriprise Financial Services, Llc
  Dallas, TX
• 07/2020 → 10/2020
  Russ Ross Financial
  Arlington, TX
• 05/2019 → 07/2020
  Confidentvision
  Dallas, TX
• 05/2015 → 05/2019
  Bioworld Merchandising
  Irving, TX
• 10/2020 → 11/2020
  None
  Plano, TX
• 03/2022 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2021-10-11 → 2022-03-08
  Ameriprise Financial Services, Llc
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-10-04

Other Names

• Sarah Renee Crystal