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Michael Riccardi

Fisher Investments

Plano, TX

Tampa, FL

CRD 7141027

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-19
TX RA APPROVED 2026-02-12
  • FL RA
    APPROVED
    Since 2026-02-19
  • TX RA
    APPROVED
    Since 2026-02-12

Branch Locations

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

3109 W Martin L King Jr Blvd Ste 600, Tampa, FL 33607 • 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
OrganizationCityStateFromTo
Fisher Investments Tampa FL 01/2026 Present
Pathstone Englewood NJ 06/2022 11/2025
Revelwood Florham Park NJ 06/2021 12/2021
Rapidratings New York NY 06/2020 08/2020
Shionogi Florham Park NJ 06/2019 08/2019
Shionogi Florham Park NJ 06/2018 08/2018
In School East Lansing MI 08/2018 05/2019
In School East Lansing MI 08/2019 05/2020
In School East Lansing MI 08/2020 05/2021
In School East Lansing MI 08/2021 05/2022
In School Livingston NJ 09/2017 06/2018
Not Employed Livingston NJ 06/2017 09/2017
In School Livingston NJ 09/2016 06/2017
Not Employed Livingston NJ 07/2016 09/2016
  • 01/2026 → Present
    Fisher Investments
    Tampa, FL
  • 06/2022 → 11/2025
    Pathstone
    Englewood, NJ
  • 06/2021 → 12/2021
    Revelwood
    Florham Park, NJ
  • 06/2020 → 08/2020
    Rapidratings
    New York, NY
  • 06/2019 → 08/2019
    Shionogi
    Florham Park, NJ
  • 06/2018 → 08/2018
    Shionogi
    Florham Park, NJ
  • 08/2018 → 05/2019
    In School
    East Lansing, MI
  • 08/2019 → 05/2020
    In School
    East Lansing, MI
  • 08/2020 → 05/2021
    In School
    East Lansing, MI
  • 08/2021 → 05/2022
    In School
    East Lansing, MI
  • 09/2017 → 06/2018
    In School
    Livingston, NJ
  • 06/2017 → 09/2017
    Not Employed
    Livingston, NJ
  • 09/2016 → 06/2017
    In School
    Livingston, NJ
  • 07/2016 → 09/2016
    Not Employed
    Livingston, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-12
  • S65 Uniform Investment Adviser Law Examination
    2026-02-12

View on SEC IAPD

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