Giancarlo Lanzoni Ortiz

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

• 01/2025 → Present
  Fisher Investments
  Woodside, CA
• 08/2023 → 12/2024
  Hanes Brands Inc
  Ulloa
• 07/2020 → 08/2023
  Amazon
  Calle Blancos
• 06/2018 → 06/2020
  Hoppy Ideas Brewing Co.
  Santa Ana
• 01/2018 → 05/2018
  Equifax
  Heredia
• 03/2013 → 01/2018
  Universidad De Costa Rica
  San Pedro

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-08