Samantha Aileen Davis

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

• 06/2019 → 06/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2016 → 12/2018
  White Lodging - Hilton Garden Inn
  Bloomington, IN
• 08/2015 → 12/2018
  Indiana University
  Bloomington, IN
• 01/2019 → 06/2019
  Unemployed
  Phoenix, AZ
• 06/2022 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2021-07-13 → 2022-06-13
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-07-09
• S63 Uniform Securities Agent State Law Examination
  2019-08-14

Designations

• Certified Financial Planner

Other Names

• Samantha Maiocco
• Samantha Aileen Maiocco