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Ernesto Jose Alvarado Villalobos

Fisher Investments

Plano, TX

Heredia

CRD 8136327

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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 2025-09-04
  • CA RA
    APPROVED
    Since 2025-09-04

Branch Locations

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

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

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 Woodside CA 07/2025 Present
Acuity Knowledge Partners Heredia 10/2023 05/2024
Australian National University Canberra 02/2019 07/2022
The European School Of Costa Rica Heredia 02/2015 04/2017
Unemployed Heredia 04/2017 02/2019
Unemployed Canberra 07/2022 02/2023
French Alliance Paris Paris 02/2023 05/2023
Unemployed San Jose 05/2023 10/2023
Fisher Investments Woodside CA 06/2024 07/2025
  • 07/2025 → Present
    Woodside, CA
  • 10/2023 → 05/2024
    Acuity Knowledge Partners
    Heredia
  • 02/2019 → 07/2022
    Australian National University
    Canberra
  • 02/2015 → 04/2017
    The European School Of Costa Rica
    Heredia
  • 04/2017 → 02/2019
    Unemployed
    Heredia
  • 07/2022 → 02/2023
    Unemployed
    Canberra
  • 02/2023 → 05/2023
    French Alliance Paris
    Paris
  • 05/2023 → 10/2023
    Unemployed
    San Jose
  • 06/2024 → 07/2025
    Woodside, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-04
  • S65 Uniform Investment Adviser Law Examination
    2025-09-04
Other Names
  • Ernesto Jose Alvarado Villalobos

View on SEC IAPD

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