Ronan Townsend

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

• 05/2025 → Present
  Fisher Investments
  Tampa, FL
• 12/2024 → 02/2025
  Florida Financial Advisors
  Tampa, FL
• 10/2023 → Present
  Bonefish Grill
  Lutz, FL
• 04/2023 → 10/2023
  Orangetheory Fitness
  Tampa, FL
• 01/2023 → 05/2024
  University Of South Florida
  Tampa, FL
• 01/2020 → 12/2022
  St. Petersburg College
  St. Petersburg, FL
• 08/2017 → 12/2019
  Suny Cobleskill
  Cobleskill, NY
• 09/2013 → 06/2017
  Ridgefield High School
  Ridgefield, CT

Previous Registrations

• 2024-12-16 → 2025-02-19
  Florida Financial Advisors, Llc
  Tampa, FL
  Tampa, FL

Other Businesses

Fisher Investments. Investment Related. Camas, WA 98607. Nature of Business: RIA. Position: Onboarding Coordinator. Start Date: 5/2025. Hours per Month: 160. Hours per Month during Trading Hours: 140. Operations specialist. Handle documents and transfers for clients. Bonefish Grill. Not Investment Related. Lutz, FL 33559. Nature of Business: Restaurant. Position: Server. Start Date: 10/2023. Hours per Month: 35. Hours per Month During Trading Hours: 0. Taking Food and drink orders.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-20