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Erica Lael Reed

Fisher Investments

Plano, TX

Camas, WA

CRD 8045160

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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 2025-07-19
WA RA APPROVED 2025-07-19
  • TX RA
    APPROVED
    Since 2025-07-19
  • WA RA
    APPROVED
    Since 2025-07-19

Branch Locations

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

5525 Nw Fisher Creek Dr, Camas, WA 98607 • 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 Camas WA 02/2025 Present
Family One Source Callaway FL 01/2018 12/2024
Professional Employment Solutions Sacramento CA 04/2013 03/2018
  • 02/2025 → Present
    Fisher Investments
    Camas, WA
  • 01/2018 → 12/2024
    Family One Source
    Callaway, FL
  • 04/2013 → 03/2018
    Professional Employment Solutions
    Sacramento, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-18
  • S65 Uniform Investment Adviser Law Examination
    2025-07-18
Other Names
  • Erica Lael Sanders
  • Erica Lael Stogner
  • Erica Lael Diaz
  • Erica Reed

View on SEC IAPD

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