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Antonio Segovia Miranda

Fisher Investments

Plano, TX

Heredia

CRD 7981538

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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
CA RA APPROVED 2024-10-10
  • CA RA
    APPROVED
    Since 2024-10-10

Branch Locations

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

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

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 San Mateo CA 07/2024 Present
Tactik Global Marketing San Jose 04/2023 07/2024
Backcountry.cOm San Jose 05/2022 02/2023
Acuity Knowledge Partners Heredia 10/2021 05/2022
Tilopay.cOm San Jose 07/2020 04/2021
Good Food S.A. San Jose 01/2019 07/2019
Garnier Bbdo San Jose 07/2018 11/2018
Powder House Ski And Snowboard South Lake Tahoe CA 12/2017 03/2018
Studying San Jose 08/2015 12/2017
Studying San Jose 03/2018 07/2018
Studying San Jose 11/2018 01/2019
Studying Studying 07/2019 07/2020
Studying And Travelling San Jose 04/2021 10/2021
  • 07/2024 → Present
    San Mateo, CA
  • 04/2023 → 07/2024
    Tactik Global Marketing
    San Jose
  • 05/2022 → 02/2023
    Backcountry.cOm
    San Jose
  • 10/2021 → 05/2022
    Acuity Knowledge Partners
    Heredia
  • 07/2020 → 04/2021
    Tilopay.cOm
    San Jose
  • 01/2019 → 07/2019
    Good Food S.A.
    San Jose
  • 07/2018 → 11/2018
    Garnier Bbdo
    San Jose
  • 12/2017 → 03/2018
    Powder House Ski And Snowboard
    South Lake Tahoe, CA
  • 08/2015 → 12/2017
    Studying
    San Jose
  • 03/2018 → 07/2018
    Studying
    San Jose
  • 11/2018 → 01/2019
    Studying
    San Jose
  • 07/2019 → 07/2020
    Studying
    Studying
  • 04/2021 → 10/2021
    Studying And Travelling
    San Jose
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-10
  • S65 Uniform Investment Adviser Law Examination
    2024-10-10
Other Names
  • Antonio Segovia

View on SEC IAPD

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