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Alegria Cuadra Clachar

Fisher Investments

Plano, TX

Heredia

CRD 7989972

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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 2024-12-12
  • CA RA
    APPROVED
    Since 2024-12-12

Branch Locations

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

Zona Franca America, 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 08/2024 Present
Fundacion Inciensa Liberia 01/2019 07/2024
Full-Time Education Managua 01/2014 06/2018
Unemployed Liberia 07/2018 12/2018
  • 08/2024 → Present
    Fisher Investments
    San Mateo, CA
  • 01/2019 → 07/2024
    Fundacion Inciensa
    Liberia
  • 01/2014 → 06/2018
    Full-Time Education
    Managua
  • 07/2018 → 12/2018
    Unemployed
    Liberia
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-11
  • S65 Uniform Investment Adviser Law Examination
    2024-12-11
Other Names
  • Alegria Cuadra

View on SEC IAPD

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