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Amir Metts

Fisher Investments

Plano, TX

CRD 7984527

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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
TX RA APPROVED 2024-10-16
  • TX RA
    APPROVED
    Since 2024-10-16

Branch Locations

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 Plano TX 09/2024 Present
Pnc Bank Financial Service Group Dublin OH 06/2021 08/2024
Champs Sports Columbus OH 08/2018 05/2021
Hyde Park Country Cincinnati OH 05/2009 07/2017
The Medallion Club Westerville OH 03/2017 04/2018
Rocket Mortgage Loan Remote MI 05/2020 10/2020
Nike Sunbury OH 01/2017 12/2017
Dicks Sporting Goods Cincinnati OH 05/2018 08/2018
  • 09/2024 → Present
    Fisher Investments
    Plano, TX
  • 06/2021 → 08/2024
    Pnc Bank Financial Service Group
    Dublin, OH
  • 08/2018 → 05/2021
    Champs Sports
    Columbus, OH
  • 05/2009 → 07/2017
    Hyde Park Country
    Cincinnati, OH
  • 03/2017 → 04/2018
    The Medallion Club
    Westerville, OH
  • 05/2020 → 10/2020
    Rocket Mortgage Loan
    Remote, MI
  • 01/2017 → 12/2017
    Nike
    Sunbury, OH
  • 05/2018 → 08/2018
    Dicks Sporting Goods
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-15
  • S65 Uniform Investment Adviser Law Examination
    2024-10-15

View on SEC IAPD

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