Bryan Cruz

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

• 09/2021 → 05/2022
  Footlocker
  Lakeland, FL
• 06/2022 → 05/2024
  University Of South Florida
  Tampa, FL
• 05/2023 → 07/2023
  Sherwin Williams
  Auburndale, FL
• 05/2022 → 04/2023
  Colon & Alfaro Auto Services
  Lakeland, FL
• 08/2024 → 05/2025
  Wells Fargo
  Lakeland, FL
• 06/2025 → 01/2026
  Morgan Stanley
  Tampa, FL
• 07/2015 → 05/2018
  Berkley Accelerated Middle School
  Auburndale, FL
• 08/2018 → 05/2022
  Polk Pre Collegiate Academy/ Chain Of Lakes Hs
  Winter Haven, FL
• 01/2026 → Present
  Fisher Investments
  Tampa, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-12
• S63 Uniform Securities Agent State Law Examination
  2025-09-12

Other Names

• Bryan Cruz
• Bryan Cruz Colon