Miles Willman

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

• 05/2023 → 08/2023
  Wp Global Partners
  New York, NY
• 05/2021 → 08/2021
  Rosemary Beach Chairs
  Rosemary Beach, FL
• 05/2020 → 08/2020
  Docrx Pharmaceuticals
  Mobile, AL
• 08/2020 → 08/2024
  University Of Alabama
  Tuscaloosa, AL
• 08/2012 → 08/2020
  St. Paul's Episcopal
  Mobile, AL
• 08/2024 → 09/2025
  Equitable Advisors, Llc
  New York, NY
• 08/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2024-10-25 → 2025-09-05
  Equitable Advisors, Llc
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-10-22