Franco Arroyo Ramirez

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2024 → Present
  Fisher Investments
  San Mateo, CA
• 10/2021 → 09/2024
  Mckinsey & Company
  Heredia
• 09/2020 → 10/2021
  Amazon
  San Jose
• 01/2019 → 09/2020
  Bufete Rucavado
  San Jose
• 05/2016 → 03/2017
  Signature Lex
  San Jose
• 04/2014 → 12/2018
  Student
  San Jose

Other Businesses

Small, private consumer goods start up located in Costa Rica. I am one of the founders

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-16