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Syed Ahmad Hasan

Fisher Investments

Tampa, FL

Plano, TX

CRD 8007317

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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 2025-01-14
TX RA APPROVED 2025-01-10
  • FL RA
    APPROVED
    Since 2025-01-14
  • TX RA
    APPROVED
    Since 2025-01-10

Branch Locations

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States

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 Tampa FL 06/2022 Present
Legacy Club Alaqua Lakes Longwood FL 01/2022 05/2022
Uf Career Connections Center Gainesville FL 08/2018 08/2021
Old Dock Shipping Co Longwood FL 05/2021 08/2021
University Of Florida Gainesville FL 08/2017 12/2021
Seminole High School Sanford FL 08/2013 08/2017
  • 06/2022 → Present
    Tampa, FL
  • 01/2022 → 05/2022
    Legacy Club Alaqua Lakes
    Longwood, FL
  • 08/2018 → 08/2021
    Uf Career Connections Center
    Gainesville, FL
  • 05/2021 → 08/2021
    Old Dock Shipping Co
    Longwood, FL
  • 08/2017 → 12/2021
    University Of Florida
    Gainesville, FL
  • 08/2013 → 08/2017
    Seminole High School
    Sanford, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-09
  • S65 Uniform Investment Adviser Law Examination
    2025-01-09
Other Names
  • Ahmad Hasan

View on SEC IAPD

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