Katherine Alina Recio Garcia

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

• 04/2025 → Present
  Fisher Investments
  Woodside, CA
• 12/2023 → 02/2025
  International Organization For Migrations
  San Jose
• 04/2023 → 12/2023
  Moody's
  Heredia
• 11/2019 → 09/2021
  Amazon
  San Jose
• 02/2015 → 12/2019
  Full-Time Education
  San Jose
• 09/2021 → 07/2022
  Full-Time Education
  Cosenza
• 07/2022 → 04/2023
  Full-Time Education
  San Jose

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-09