Liam Massey

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

• 03/2025 → Present
  Fisher Investment
  Tampa, FL
• 08/2021 → 05/2024
  Mercedes Benz Of Tampa / Asbury Automotive
  Tampa, FL
• 05/2024 → 03/2025
  Coastlyco
  Tampa, FL
• 05/2021 → 08/2021
  Southstate Bank
  Tampa, FL
• 08/2017 → 05/2021
  University Of Tampa
  Tampa, FL
• 04/2015 → 08/2017
  Knapps Landing
  Stratford, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-08