Dawn M Marion

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 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 05/2024 → 04/2025
  Citi
  San Antonio, TX
• 02/2024 → 05/2024
  Doordash
  San Antonio, TX
• 08/2022 → 02/2024
  Alamo City Urgent Care
  San Antonio, TX
• 04/2021 → 08/2022
  Spectrum
  San Antonio, TX
• 11/2019 → 04/2021
  Almouie Pediatrics
  San Antonio, TX
• 03/2018 → 01/2020
  Panda Express
  San Antonio, TX
• 12/2017 → 03/2018
  Unemployed
  San Antonio, TX
• 08/2017 → 01/2018
  Cinemark Century 16
  Corpus Christi, TX
• 08/2013 → 06/2017
  W.B. Ray High School
  Corpus Christi, TX
• 09/2016 → 12/2016
  Tillys
  Corpus Christi, TX
• 11/2016 → 11/2016
  Nueces County (Presidential Election)
  Corpus Christi, TX
• 05/2017 → 05/2017
  Nueces County (Mayor Election)
  Corpus Christi, TX
• 06/2017 → 08/2017
  Unemployeed
  Corpus Christi, TX
• 04/2026 → Present
  Fisher Investments
  Plano, TX
• 01/2026 → 04/2026
  Unemployed
  Fort Worth, TX

Previous Registrations

• 2025-09-11 → 2026-01-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
  New York, NY

Other Businesses

I*: 2455261 Entity Type: For Profit, Publicly Traded Name: Door Dash Investment-related: No Address: Fort Worth, TX Your position: Delivery Driver Start date of your relationship: 2/12/2024 Approximate number of hours/month you devote to the other business: 12 hrs mthly Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Pick up food from restaurant and deliver it to customer.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-11