Inactive

Spencer Walton Sellers

Fisher Investments

CRD 7133083

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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:

Current Employers

Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-02-17

TX RA
APPROVED

Since 2023-02-17

Branch Locations

6500 International Parkway Suite 2050, Plano, TX 75093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Peach Truck	Nashville	TN	07/2018	08/2019
Alabama Center For Real Estate	Tuscaloosa	AL	09/2019	02/2020
Fisher Investments	Dallas	TX	08/2020	07/2022
Morris, Smith, And Hayden Wealth Management	Brentwood	TN	07/2019	09/2019
University Of Alabama	Tuscaloosa	AL	08/2016	05/2020
Fisher Investments	Plano	TX	08/2022	Present

07/2018 → 08/2019

The Peach Truck

Nashville, TN
09/2019 → 02/2020

Alabama Center For Real Estate

Tuscaloosa, AL
08/2020 → 07/2022

Fisher Investments

Dallas, TX
07/2019 → 09/2019

Morris, Smith, And Hayden Wealth Management

Brentwood, TN
08/2016 → 05/2020

University Of Alabama

Tuscaloosa, AL
08/2022 → Present

Fisher Investments

Plano, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-02-17

S65 Uniform Investment Adviser Law Examination

2023-02-17

View on SEC IAPD

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