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Brady Abbott

Fisher Investments

Tampa, FL

Plano, TX

CRD 8161214

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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
FL RA APPROVED 2025-10-28
TX RA APPROVED 2025-10-16
  • FL RA
    APPROVED
    Since 2025-10-28
  • TX RA
    APPROVED
    Since 2025-10-16

Branch Locations

3109 W Dr Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607 • United States

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 Tampa FL 09/2025 Present
Jersey Mike's Subs Tampa FL 05/2025 07/2025
Holly Donaldson Financial Planning Seminole FL 02/2024 12/2024
Re Umpires Rosemount MN 04/2019 08/2024
University Of South Florida Tampa FL 08/2021 05/2025
Rosemount High School Rosemount MN 09/2017 06/2021
Rosemount Middle School Rosemount MN 09/2014 06/2017
  • 09/2025 → Present
    Fisher Investments
    Tampa, FL
  • 05/2025 → 07/2025
    Jersey Mike's Subs
    Tampa, FL
  • 02/2024 → 12/2024
    Holly Donaldson Financial Planning
    Seminole, FL
  • 04/2019 → 08/2024
    Re Umpires
    Rosemount, MN
  • 08/2021 → 05/2025
    University Of South Florida
    Tampa, FL
  • 09/2017 → 06/2021
    Rosemount High School
    Rosemount, MN
  • 09/2014 → 06/2017
    Rosemount Middle School
    Rosemount, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-16
  • S65 Uniform Investment Adviser Law Examination
    2025-10-16

View on SEC IAPD

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Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
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UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

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