Inactive

Brendan Collins O'DOnnell

Fisher Investments

CRD 7978839

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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
FL	RA	APPROVED	2024-11-05
TX	RA	APPROVED	2024-10-29

FL RA
APPROVED

Since 2024-11-05
TX RA
APPROVED

Since 2024-10-29

Branch Locations

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

3109 W Dr. Martin Luther King Jr. Blvd Suite 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

Organization	City	State	From	To
The University Of Arkansas	Fayetteville	AR	08/2018	05/2022
Echo Global Logistics	Nashville	TN	06/2022	04/2024
Christian Brothers College High School	St. Louis	MO	08/2014	05/2018
Fisher Investments	Tampa	FL	06/2024	Present

08/2018 → 05/2022

The University Of Arkansas

Fayetteville, AR
06/2022 → 04/2024

Echo Global Logistics

Nashville, TN
08/2014 → 05/2018

Christian Brothers College High School

St. Louis, MO
06/2024 → Present

Fisher Investments

Tampa, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-10-29

S65 Uniform Investment Adviser Law Examination

2024-10-29

Other Names

Brendan O'DOnnell

View on SEC IAPD

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