Inactive

Yotam Sade

Fisher Investments

CRD 7980019

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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
CA	RA	APPROVED	2024-09-24

CA RA
APPROVED

Since 2024-09-24

Branch Locations

Zona Franca América, Edifício, E21, Sexto Piso San Francisco, Heredia 40103 • Costa Rica

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
Fisher Investments	San Mateo	CA	08/2024	Present
Unemployed	San Jose		01/2024	08/2024
Payoneer	Petah Tikva		12/2018	10/2023
Psagot	Tel Aviv		12/2016	12/2018
Ben Gurion University	Beer Sheva		10/2013	10/2016

08/2024 → Present

Fisher Investments

San Mateo, CA
01/2024 → 08/2024

Unemployed

San Jose
12/2018 → 10/2023

Payoneer

Petah Tikva
12/2016 → 12/2018

Psagot

Tel Aviv
10/2013 → 10/2016

Ben Gurion University

Beer Sheva

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-24

S65 Uniform Investment Adviser Law Examination

2024-09-24

View on SEC IAPD

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