Joshua Leigh Schmidt

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
  Plano, TX
• 07/2024 → 08/2025
  Ctd Strategic
  Dallas, TX
• 10/2022 → 07/2024
  Asurion
  Nashville, TN
• 01/2022 → 10/2022
  Puribag Water
  Nashville, TN
• 06/2020 → 01/2022
  University Of Chicago
  College Station, TX
• 01/2015 → 06/2020
  Puribag Water
  Melbourne

Other Businesses

the name of the other business; HOME DEPOT whether the business is investment-related; NO the address of the other business; STORE WAREHOUSING the nature of the other business; RETAIL your position; WAREHOUSING FULFILLMENT title, or relationship with the other business; EMPLOYEE the start date of your relationship; 01/2025 the approximate number of hours/month you devote to the other business; 20/MONTH the number of hours you devote to the other business during securities trading hours; ZERO and briefly describe your duties relating to the other business; NO RELATIONSHIP TO THE CURRENT ROLE. A BASIC PART-TIME JOB

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-16

Other Names

• Joshua Schmidt