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Connor Fracassi

Fisher Investments

Tampa, FL

Plano, TX

CRD 7979019

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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 2025-01-16
TX RA APPROVED 2025-01-13
  • FL RA
    APPROVED
    Since 2025-01-16
  • TX RA
    APPROVED
    Since 2025-01-13

Branch Locations

3109 W Dr. Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607 • 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
OrganizationCityStateFromTo
Fisher Investments Tampa FL 06/2024 Present
Senior Planning Advisors Livonia MI 05/2023 08/2023
Marygrove Awnings Livonia MI 06/2022 09/2022
John Carroll University Cleveland OH 09/2020 05/2024
South Lyon High School South Lyon MI 09/2017 06/2020
Centennial Middle School South Lyon MI 09/2014 06/2017
  • 06/2024 → Present
    Fisher Investments
    Tampa, FL
  • 05/2023 → 08/2023
    Senior Planning Advisors
    Livonia, MI
  • 06/2022 → 09/2022
    Marygrove Awnings
    Livonia, MI
  • 09/2020 → 05/2024
    John Carroll University
    Cleveland, OH
  • 09/2017 → 06/2020
    South Lyon High School
    South Lyon, MI
  • 09/2014 → 06/2017
    Centennial Middle School
    South Lyon, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-13
  • S65 Uniform Investment Adviser Law Examination
    2025-01-13

View on SEC IAPD

Nearby Firms

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INDEPENDENT ADVISOR ALLIANCE, LLC
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Nearby Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA

Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

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