Timothy Andreolli

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

• 10/2024 → Present
  Fisher Investments
  Plano, TX
• 06/2024 → 10/2024
  Abbotts Frozen Custard
  Mckinney, TX
• 02/2024 → 09/2024
  Standley Systems
  Richardson, TX
• 09/2022 → 05/2023
  Pizza Hut
  San Leandro, CA
• 08/2020 → 05/2023
  Csu Eastbay
  Hayward, CA
• 03/2019 → 08/2019
  Belmont Village Senior Living
  Moorpark, CA
• 08/2018 → 05/2020
  Moorpark College
  Moorpark, CA
• 01/2017 → 03/2019
  Keller Williams / Robert Harris
  Simi Valley, CA
• 01/2015 → 01/2017
  Unemployed
  Simi Valley, CA
• 05/2023 → 02/2024
  Unemployed
  San Leandro, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-21