Inactive

Arturo Valverde Monge

Fisher Investments

CRD 8062130

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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

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-16

CA RA
APPROVED

Since 2025-04-16

Branch Locations

Zona Franca America, Edifício E21, Sexto Piso San Francisco, Heredia 40103 • Costa Rica

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

Organization	City	State	From	To
Fisher Investments	Woodside	CA	03/2025	Present
Bac San Jose	San Jose		12/2023	04/2024
Acuity Knowledge Partners	Heredia		03/2022	12/2023
Unemployed	Heredia		04/2024	03/2025
Lead University	San Jose		05/2018	03/2022
Humboldt High-School	Heredia		01/2015	12/2017
Unemployed	Heredia		12/2017	05/2018

03/2025 → Present

Fisher Investments

Woodside, CA
12/2023 → 04/2024

Bac San Jose

San Jose
03/2022 → 12/2023

Acuity Knowledge Partners

Heredia
04/2024 → 03/2025

Unemployed

Heredia
05/2018 → 03/2022

Lead University

San Jose
01/2015 → 12/2017

Humboldt High-School

Heredia
12/2017 → 05/2018

Unemployed

Heredia

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-15

S65 Uniform Investment Adviser Law Examination

2025-04-15

View on SEC IAPD

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