Caitlin Maree Stone

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

• 05/2022 → Present
  Fisher Investments
  Camas, WA
• 04/2021 → 05/2022
  Gresham Barlow School District
  Gresham, OR
• 07/2018 → 04/2021
  Kitchen Concepts
  Gresham, OR
• 05/2010 → 06/2019
  Gresham Barlow School District
  Gresham, OR

Other Businesses

I run an online store called Cherylin's Clothes. It is not investment related. The address is 4012 NE 166th Ave Vancouver, WA 98682. The business buys and sells secondhand clothing. I am the sole owner and proprietor. I started the business in September of 2023. I spend approximately 20 hours a month working on this business. None of the work for this business is done during trading hours. I source items, list the items online, and ship sales for the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-08

Other Names

• Caitlin Maree Peetz
• Caitlin Stone