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Sara Vasquez

Fisher Investments

Plano, TX

CRD 8031814

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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
TX RA APPROVED 2025-04-22
  • TX RA
    APPROVED
    Since 2025-04-22

Branch Locations

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 Plano TX 06/2023 Present
Action Behavior Centers Mckinney TX 01/2022 06/2023
Moody Neurorehabilitation Center Lubbock TX 01/2018 01/2022
Pizza Rev Las Vegas NV 01/2017 01/2018
Wet 'N' Wild Las Vegas Las Vegas NV 01/2014 01/2017
  • 06/2023 → Present
    Fisher Investments
    Plano, TX
  • 01/2022 → 06/2023
    Action Behavior Centers
    Mckinney, TX
  • 01/2018 → 01/2022
    Moody Neurorehabilitation Center
    Lubbock, TX
  • 01/2017 → 01/2018
    Pizza Rev
    Las Vegas, NV
  • 01/2014 → 01/2017
    Wet 'N' Wild Las Vegas
    Las Vegas, NV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-22
  • S65 Uniform Investment Adviser Law Examination
    2025-04-22
Other Names
  • Sara Westcott

View on SEC IAPD

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