Catherine Francoise Mari Sumida

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

• 09/2025 → Present
  Fisher Investments
  Camas, WA
• 08/2025 → 09/2025
  Unemployed
  Mill Creek, WA
• 07/2025 → 08/2025
  Ymca Downtown Seattle
  Seattle, WA
• 11/2024 → 07/2025
  Unemployed
  Mill Creek, WA
• 06/2022 → 11/2024
  Halifax Plc
  Manchester
• 09/2021 → 06/2022
  University Of Manchester
  Manchester
• 10/2020 → 09/2021
  Shoreline Community College/Cascadia Community College
  Shoreline/Bothell, WA
• 02/2020 → 10/2020
  Safeway Llc
  Lynnwood, WA
• 05/2019 → 02/2020
  Unemployed
  Mill Creek, WA
• 11/2018 → 05/2019
  Brown & Brown Insurance Of Washington
  Seattle, WA
• 03/2018 → 05/2018
  University Of Portland
  Portland, OR
• 08/2014 → 05/2018
  University Of Portland
  Portland, OR
• 12/2017 → 05/2018
  University Of Portland
  Portland, OR
• 05/2018 → 11/2018
  Unemployed
  Mill Creek, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-22

Other Names

• Catherine Sumida