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Darvis Santiesteban

Fisher Investments

Plano, TX

Tampa, FL

CRD 7997621

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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
FL RA APPROVED 2024-12-06
TX RA APPROVED 2024-12-03
  • FL RA
    APPROVED
    Since 2024-12-06
  • TX RA
    APPROVED
    Since 2024-12-03

Branch Locations

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

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • 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 Tampa FL 03/2022 Present
American Solar Tampa FL 03/2020 01/2022
Momentum Solar Tampa FL 01/2019 02/2020
Baybreeze Car Wash Tampa FL 03/2016 12/2018
Alonso Highschool Tampa FL 09/2014 02/2019
University Of South Florida Tampa FL 09/2019 03/2024
  • 03/2022 → Present
    Fisher Investments
    Tampa, FL
  • 03/2020 → 01/2022
    American Solar
    Tampa, FL
  • 01/2019 → 02/2020
    Momentum Solar
    Tampa, FL
  • 03/2016 → 12/2018
    Baybreeze Car Wash
    Tampa, FL
  • 09/2014 → 02/2019
    Alonso Highschool
    Tampa, FL
  • 09/2019 → 03/2024
    University Of South Florida
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-03
  • S65 Uniform Investment Adviser Law Examination
    2024-12-03

View on SEC IAPD

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