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Gregory James Clary

Fisher Investments

Plano, TX

Tampa, FL

CRD 8022812

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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 2026-06-25
TX RA APPROVED 2026-06-02
  • FL RA
    APPROVED
    Since 2026-06-25
  • TX RA
    APPROVED
    Since 2026-06-02

Branch Locations

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

3109 W Dr. Martin Luther King Jr. Blvd, 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
Student Raleigh NC 11/2014 03/2020
Insomnia Cookies Raleigh NC 03/2020 08/2020
Student Clemson SC 08/2020 05/2021
Pizza Hut Cary NC 05/2021 08/2021
Student Clemson SC 08/2021 12/2024
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2025 03/2026
Northwestern Mutual Investment Services Llc Greenville SC 04/2025 03/2026
Fisher Investments Tampa FL 04/2026 Present
  • 11/2014 → 03/2020
    Student
    Raleigh, NC
  • 03/2020 → 08/2020
    Insomnia Cookies
    Raleigh, NC
  • 08/2020 → 05/2021
    Student
    Clemson, SC
  • 05/2021 → 08/2021
    Pizza Hut
    Cary, NC
  • 08/2021 → 12/2024
    Student
    Clemson, SC
  • 01/2025 → 03/2026
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2025 → 03/2026
    Northwestern Mutual Investment Services Llc
    Greenville, SC
  • 04/2026 → Present
    Fisher Investments
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-02
S63 Uniform Securities Agent State Law Examination 2026-01-21
  • S65 Uniform Investment Adviser Law Examination
    2026-06-02
  • S63 Uniform Securities Agent State Law Examination
    2026-01-21
Other Names
  • James Clary
  • Gregory James Clary

View on SEC IAPD

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