Malcolm Oliver Perry

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	2019-09-09

TX RA
APPROVED

Since 2019-09-09

Branch Locations

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

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Southern Methodist University	Highland Park	TX	08/2015	05/2019
Fisher Investments	Plano	TX	05/2019	Present

08/2015 → 05/2019

Southern Methodist University

Highland Park, TX
05/2019 → Present

Fisher Investments

Plano, TX

Other Businesses

?Name of the other business: MALCOLM OLIVER PERRY III MD ?Investment-related? NO ?Address of the other business:1111 RAINTREE CIRCLE ALLEN TX 75013 ?Nature of the other business: MEDICAL ?Position, title, or relationship with the other business: CLERICAL ASSISTANT ?Start date of your relationship: 11/01/17 ?Approximate number of hours/month you devote to the other business: ONE TO FIVE ?Number of hours you devote to the other business during securities trading hours: ZERO ?Duties relating to the other business: FILING PAPERWORK & CLERICAL DUTIES

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-09-07

S65 Uniform Investment Adviser Law Examination

2019-09-07

Other Names

Mac Perry
Malcolm Oliver Perry

View on SEC IAPD