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Steven Brian Solomon

Fisher Investments

Tampa, FL

Plano, TX

CRD 8032834

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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 2026-01-29
TX RA APPROVED 2026-01-06
  • FL RA
    APPROVED
    Since 2026-01-29
  • TX RA
    APPROVED
    Since 2026-01-06

Branch Locations

3109 W Dr Martin Luther King Jr 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 08/2025 Present
Strategic Wealth Specialists Tallahassee FL 02/2025 05/2025
Copytalk Business Services Tallahassee FL 09/2024 12/2024
Legends Hospitality Tallahassee FL 03/2022 07/2025
Florida State University Tallahassee FL 08/2021 05/2025
Walmart Hialeah Gardens FL 06/2021 08/2021
Cinemark Sunrise FL 03/2021 06/2021
Dunkin Miramar FL 12/2021 03/2022
Walmart Hialeah FL 04/2020 11/2020
Barbara Goleman Senior High School Miami Lakes FL 08/2017 05/2021
Bob Graham Education Center Miami Lakes FL 08/2010 06/2017
  • 08/2025 → Present
    Tampa, FL
  • 02/2025 → 05/2025
    Strategic Wealth Specialists
    Tallahassee, FL
  • 09/2024 → 12/2024
    Copytalk Business Services
    Tallahassee, FL
  • 03/2022 → 07/2025
    Legends Hospitality
    Tallahassee, FL
  • 08/2021 → 05/2025
    Florida State University
    Tallahassee, FL
  • 06/2021 → 08/2021
    Walmart
    Hialeah Gardens, FL
  • 03/2021 → 06/2021
    Cinemark
    Sunrise, FL
  • 12/2021 → 03/2022
    Dunkin
    Miramar, FL
  • 04/2020 → 11/2020
    Walmart
    Hialeah, FL
  • 08/2017 → 05/2021
    Barbara Goleman Senior High School
    Miami Lakes, FL
  • 08/2010 → 06/2017
    Bob Graham Education Center
    Miami Lakes, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-06
  • S65 Uniform Investment Adviser Law Examination
    2026-01-06

View on SEC IAPD

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