Ryan Matthew Shiflett

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

• 02/2025 → Present
  Fisher Investments
  San Mateo, CA
• 04/2022 → 02/2025
  Whittier Trust Company
  Pasadena, CA
• 06/2021 → 03/2022
  Radseams
  Los Angeles, CA
• 08/2020 → 06/2021
  Unemployed
  Birmingham, AL
• 08/2016 → 05/2020
  Birmingham-Southern College
  Birmingham, AL
• 03/2017 → 12/2018
  Vulcan Park Foundation
  Birmingham, AL
• 08/2018 → 04/2020
  Waitr
  Birmingham, AL
• 10/2016 → 12/2018
  Birmingham-Southern College
  Birmingham, AL

Other Businesses

the name of the other business; Fora Travel whether the business is investment-related ; No the address of the other business; 228 Park Ave South, Suite 53272, New York, NY 10003 the nature of the other business; Tourism your position; Travel Advisor (Independent Contractor) title, or relationship with the other business; Travel Advisor (Independent Contractor) the start date of your relationship; 07/01/2024 the approximate number of hours/month you devote to the other business; 20 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Providing travel planning services and advisory to clients, building custom itineraries

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-13

Other Names

• Ryan Shiflett