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Diego Montanaro Viquez

Fisher Investments

Heredia

Plano, TX

CRD 8134366

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-12
  • CA RA
    APPROVED
    Since 2025-08-12

Branch Locations

Zona Franca America, Edifício E21, Sexto Piso, Heredia 40103 • Costa Rica

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments San Mateo CA 07/2025 Present
Targray Kirkland 07/2022 06/2025
Alpine Macro Montreal 07/2020 06/2022
Mcgill University Montreal 09/2016 06/2020
  • 07/2025 → Present
    Fisher Investments
    San Mateo, CA
  • 07/2022 → 06/2025
    Targray
    Kirkland
  • 07/2020 → 06/2022
    Alpine Macro
    Montreal
  • 09/2016 → 06/2020
    Mcgill University
    Montreal
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-12
  • S65 Uniform Investment Adviser Law Examination
    2025-08-12
Other Names
  • Diego Montanaro

View on SEC IAPD

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