Drew Zaiter

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

• 08/2019 → 11/2020
  Td Ameritrade, Inc
  Southlake, TX
• 08/2018 → 08/2019
  Dc Commercial Group
  Plano, TX
• 06/2017 → 11/2017
  Rr Donnelley
  Lewisville, TX
• 12/2016 → 12/2019
  Dallas Stars
  Mckinney, TX
• 08/2014 → 05/2018
  Nichols College
  Dudley, MA
• 11/2020 → 06/2024
  Jpmorgan Chase Bank, N.A.
  Plano, TX
• 11/2020 → 06/2024
  J.P. Morgan Securities Llc
  Plano, TX
• 08/2019 → 11/2020
  Td Ameritrade Services Co., Inc
  Southlake, TX
• 07/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2020-12-23 → 2024-06-18
  J.P. Morgan Securities Llc
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  Plano, TX
  San Antonio, TX
  Plano, TX
  Plano, TX
  Irving, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-12-21
• S63 Uniform Securities Agent State Law Examination
  2019-12-16

Other Names

• Drew Zaiter
• Drew Anthony Zaiter